Broad Bay Capital Management LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 284341
- Registered since
- August 1, 2016
- Website
- broadbaycapital.com
- Custodians
- MORGAN STANLEY & CO. LLC, BOFA SECURITIES, INC., GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Corporations / Businesses90.11%
- Pooled Investment Vehicles9.89%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Broad Bay Capital Management LP is a limited partnership that operates as a hedge fund and serves institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and it functions in roles such as sponsor, general partner and managing member of pooled vehicles. Broad Bay charges a combination of percentage-of-assets and performance-based fees and is identified as an active ESG investor. It also reports commodity pool operator/commodity trading advisor (CPO/CTA) activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Other48%
Owners & executives
2 of 2Jon Filardo
Chief Operating OfficerCRD 8214565
Lindsey Huddle
Chief Compliance OfficerCRD 6364897
Contacts
1 of 1
Richard Greeder
Founding PartnerCRD 6150734
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 920 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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