Privacy Policy

1. Introduction

BlueFin Research Partners, Inc. ("BlueFin," "we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit our website at bluefinresearch.com or interact with our services.

2. Customer Privacy Notice

In providing products and services, BlueFin may collect individual client information such as, but not limited to, names, addresses, social security numbers and information concerning client transactions (“Nonpublic Personal Information”). We restrict access to Nonpublic Personal Information about our clients to Firm employees who need to know such information to provide client products or services. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard client Nonpublic Personal Information.

BlueFin does not rent or sell Nonpublic Personal Information of its clients or former clients to any third party. Client Nonpublic Personal Information is only disclosed to third parties as necessary to service client needs or as may be required by law. Any third party who receives Nonpublic Personal Information of BlueFin’s clients or any former client is required by law and/or contract to safeguard the confidentiality of that information and may not use such information for any unauthorised purpose.

3. Information We Collect

We may collect the following categories of information:

• Contact information — name, email address, telephone number, and company name provided through inquiry forms or research access requests.
• Usage data — pages visited, time on site, browser type, and referring URL, collected via standard server logs and analytics tools.
• Communications — records of correspondence you initiate with us.

4. How We Use Your Information

We use collected information to:

• Respond to research access requests and client inquiries
• Provide, maintain, and improve our research services and this website
• Send research publications and market updates to subscribed clients
• Comply with legal obligations, including FINRA recordkeeping requirements
• Detect and prevent fraudulent or unauthorised access

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

5. Disclosure of Information

We may disclose your information to:

• Service providers — third-party vendors who assist in operating our website, database, or communications systems, bound by confidentiality obligations.
• Regulatory authorities — FINRA, the SEC, or other regulators where required by applicable securities laws.
• Legal proceedings — when required by court order, subpoena, or other legal process.
• Business transfers — in connection with a merger, acquisition, or sale of all or a portion of our business.

6. Data Retention

We retain personal information for as long as necessary to fulfil the purposes described in this policy and to comply with applicable regulatory requirements, including FINRA Rule 4511 recordkeeping obligations. Information you submit through this website is transmitted to BlueFin by email and is not stored on the website itself; it is retained within BlueFin’s archived business communications in accordance with those obligations.

7. Security

We implement industry-standard administrative, technical, and physical safeguards to protect your information against unauthorised access, alteration, disclosure, or destruction. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

8. Cookies & Tracking

Our website may use cookies and similar tracking technologies to improve your browsing experience and analyse site traffic. You may disable cookies through your browser settings.

9. Your Rights

Depending on your jurisdiction, you may have the right to access, correct, or request deletion of your personal information. To exercise these rights, please contact us at research@bluefinresearch.com. We will respond within 30 days.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their policies.

11. Changes to This Policy

We may update this Privacy Policy from time to time. The revised policy will be posted on this page with an updated effective date. Continued use of our services after any changes constitutes acceptance of the revised policy.

12. Contact Us

Questions regarding this Privacy Policy should be directed to: