Sales & Trading
Research-Driven.
Client-First.
BlueFin's goal is to provide the highest-quality research product specializing in uncovering developing industry trends in the technology sector. We view our clients as partners and cater exclusively to institutions: hedge funds, mutual funds, investment advisors, and pension managers.
We are a research boutique, and we call it as we see it. Our research is independent and unbiased — with no investment banking or corporate finance business pulling on it.
Our sales team is in constant contact with our analysts, so research updates, channel check findings, and thought pieces reach clients quickly — surfacing trading ideas and informing long-term investment theses.
Research First
Every client conversation starts with what our analysts are seeing in the field — channel data, supply chain signals, competitive dynamics.
Direct Coverage
Dedicated sales professionals connect BlueFin analysts directly with portfolio managers. No gatekeepers.
Real-Time Delivery
Channel check updates, model revisions, and thesis changes are communicated to clients the same day they occur.
Become a Partner
To become a partner of BlueFin Research, contact our institutional sales team directly. We work exclusively with qualified institutional investors.
jbattista@bluefinresearch.comResearch Inquiries
Request a research product sample or inquire about coverage. Our operations desk is available at 617-737-5711.
operations@bluefinresearch.comBusiness Continuity
Business Continuity
Planning
BlueFin Research Partners has developed a Business Continuity Plan (BCP) that sets forth how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with information about our general plans.
As a FINRA member firm, BlueFin maintains and tests this plan on a regular basis to ensure the continued delivery of research and client service in the event of a significant business disruption (SBD).
Contacting Us During a Significant Business Disruption
If after a significant business disruption you cannot contact us as you usually do at 617-737-5711, you should call our emergency number at 617-737-5711. If you cannot access us through either of those means, you should contact FINRA at www.finra.org or your relevant regulatory authority.
Our Business Continuity Plan
BlueFin Research Partners plans to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm's books and records, and allowing our customers to transact business. In short, our BCP is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.
Varying Disruption Responses
Our plan anticipates two kinds of significant business disruptions, internal and external. Internal disruptions affect only our firm's ability to communicate and do business, such as a fire in our building. External disruptions prevent the operation of the securities markets or a number of firms, such as a terrorist attack, a city flood, or a wide-scale, regional disruption. Our response to an external disruption relies more heavily on other organizations, and we will be reviewing what actions are available based on the actual event.
Mission-Critical Systems
Our BCP addresses: data back-up and recovery; all mission-critical systems; financial and operational assessments; alternative communications between the firm and its clients; alternate physical locations of employees; critical business constituent, bank, and counter-party impact; regulatory reporting; and assuring our clients prompt access to their funds and securities in the event that we are unable to continue our business.
Alternate Physical Locations
BlueFin Research Partners maintains the capacity to operate critical business functions from an alternate location in the event our primary office at 133 Federal Street, Suite 301, Boston, MA 02110 becomes inaccessible. Clients will be notified of any relocation through our emergency contact numbers and email distribution.
Disclosure
BlueFin Research Partners' BCP is subject to modification. BlueFin will promptly post any significant changes to this disclosure on its website. Clients may also request a summary of our BCP at any time by contacting our operations desk at operations@bluefinresearch.com or calling 617-737-5711.
Emergency Contact