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Blue Jay Financial Group
BLUE JAY FINANCIAL GROUP, LLC is an SEC-registered investment adviser in DEFIANCE, OH, registered since 2025. The firm manages $113 million in assets on a...
Blue Jay Financial Group
BLUE JAY FINANCIAL GROUP, LLC is an SEC-registered investment adviser in DEFIANCE, OH, registered since 2025. The firm manages $113 million in assets on a discretionary basis. It has 9 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2007
Location
Region
North America
Country
United States
City
Defiance
Corporate office
New York, NY, United States
Principals
Jeffrey A. Goldstein
Founder & Chairman
David P. Cohen
Chief Executive Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Blue Jay Financial Group?
Jeffrey A. Goldstein, founder and chairman, oversees strategic direction and deal sourcing. CEO David P. Cohen manages day-to-day operations and portfolio execution. The firm does not publicly list an CIO.
How does Blue Jay source proprietary deal flow?
The firm relies exclusively on the network of Jeffrey Goldstein — built over decades at Treasury, Lehman Brothers, and as a corporate restructuring advisor. Deals come through direct relationships with family offices, pension funds, and operating partners.
Does Blue Jay participate in fund commitments or only direct deals?
While primarily a direct investor, Blue Jay occasionally commits to co-investment vehicles alongside institutional partners. It does not operate as a fund-of-funds or allocate to third-party commingled funds.
What sectors does Blue Jay explicitly avoid?
The firm avoids public equities, traditional hedge funds, and early-stage venture capital. Its focus is on assets with predictable cash flows or tangible collateral where it can take a hands-on governance role.
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