Broad Bay Capital Management LP

RIASEC Registered

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$472M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Broad Bay Capital Management LP is a hedge-fund–style manager organized as a limited partnership and SEC-registered in 2016. It serves institutional clients and operates as a CPO/CTA with portfolio management responsibilities for pooled vehicles and for businesses or institutions. The firm charges traditional AUM fees paired with performance-based compensation and reports being an active ESG investor. It also functions as a sponsor/GP and managing member of pooled investment vehicles rather than acting primarily as a capital allocator.