BOARDMAN BAY CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2014
Total AUM
$518M
Discretionary
$518M
100% of AUM
Avg account
$34.6M
Accounts
15
Employees
3
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
164577
Registered since
April 8, 2014
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Boardman Bay Capital Management LLC is a multi-strategy manager that runs and sponsors pooled investment vehicles with a strong tilt toward private-market activity. The firm is registered as a CPO/CTA and positions itself as an operator/GP for private funds while also managing public equity sleeves. Its client base is institutional, and it charges a mix of percentage-of-AUM fees and other arrangements typical for funds and managed vehicles. Investment activity is split between direct equity positions reported on 13F filings and a larger private-funds complex composed primarily of venture and private equity vehicles. The firm is classified across hedge fund, private equity and venture capital strategies, indicating flexibility to shift capital among liquid and illiquid strategies. Boardman Bay is not an active ESG investor and is set up as a single-state adviser and domestic entity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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
  • WILLIAM GRAVES

    Chief Investment OfficerCRD 4895111

  • KENNETH BROWN

    COO & CFOCRD 3086150

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
1120 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth