Blkbrd Asset Management
Firm details
- Headquarters
- Old Greenwich, Connecticut
- CRD number
- 329262
- Registered since
- July 28, 2025
- Website
- www.blkbrdlp.com
- Fee structure
- Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Blkbrd Asset Management is organized as a limited partnership and operates as a hedge fund manager serving institutional clients. The firm is registered with the SEC effective 2025 and reports ownership that includes a domestic entity and an individual. Its stated business activities include serving as a commodity pool operator or commodity trading advisor (CPO/CTA) and providing portfolio management for pooled investment vehicles. Compensation is oriented toward performance-based fees (and other fee arrangements), and the firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser to another investment firm. Blkbrd also takes on sponsor/GP/managing-member roles for pooled vehicles, indicating it can act as both an asset manager and an operating partner for funds it launches or manages.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1John Ballay
Chief Strategy OfficerCRD 7837659
Contacts
1 of 1Daniel Izzo
FounderCRD 6217030
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$561K in ETFs
0%
$0
0%
$561K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIREXION DAILY NFLX BULL 2X ETF (NFXL) | Direxion | $561K | 18,663 | 100.00% |
Location
Old Greenwich, CT
Fairfield
Location
Old Greenwich, CT
Headquartered in Old Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 53 Forest Ave
- Time zone
- ET (UTC-5)
- Office locations
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