BLUE MOON CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 311941
- Registered since
- October 4, 2021
- Website
- www.bluemooncp.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPension Consulting
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2AHAMED SALEEMAH
Chief Compliance OfficerCRD 5819935
SUSAN BARLOW
Co-Founder, Managing Partner & COOCRD 1937590
Contacts
1 of 1KATHRYN MATT
Co-FounderCRD 7337953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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