# Blue Jay Financial Group

Blue Jay Financial Group is a Multi Family Office based in Defiance, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Defiance, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** bluejayfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/blue-jay-financial-group

## Regulatory record

- **CRD number:** 296467
- **SEC file number:** 801-134428
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/296467

## About

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.

## Sectors

- Infrastructure
- Real Estate
- Private Credit
- Energy Transition & Renewables

## People

- Jeffrey A. Goldstein — Founder & Chairman
- David P. Cohen — Chief Executive Officer

## 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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Last updated: 2026-07-06T01:24:12.630Z

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