BLUE MOON CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2021
Total AUM
$160M
Discretionary
$160M
100% of AUM
Avg account
$160M
Accounts
1
Employees
9
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
311941
Registered since
October 4, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Blue Moon Capital Management LLC is a small, institutional-focused adviser that centers its activity on pooled real estate investment vehicles and pension consulting. The firm is structured as a limited liability company and registered with the SEC in 2021. Its business model combines portfolio management for pooled investment vehicles with pension consulting, and it acts in sponsor/GP and managing-member roles for those vehicles. The firm does not characterize itself as an active ESG investor and it is not a multi-state adviser; its client base is institutional and its advisory offerings are geared toward institutional investors and pension plans. Blue Moon charges a mix of percentage-of-AUM and performance-based fees, with other bespoke fee arrangements possible for specific mandates. As sponsor and GP of pooled funds, the firm is positioned to control portfolio construction, manager selection for third-party allocations, and execution for its own funds rather than functioning primarily as a traditional capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • AHAMED SALEEMAH

    Chief Compliance OfficerCRD 5819935

  • SUSAN BARLOW

    Co-Founder, Managing Partner & COOCRD 1937590

Contacts

1 of 1
  • KATHRYN MATT

    Co-FounderCRD 7337953

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
699 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth