BROAD BAY CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2016

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$472M

Accounts

4

Employees

10

Advisory reps

3

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 limited partnership operating as a hedge fund that primarily serves institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions and is registered as a futures CPO/CTA. Compensation includes both a percentage-of-AUM fee and performance-based fees. Broad Bay also acts in sponsor and general partner capacities for pooled vehicles and reports being an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities52%
Other48%

Owners & executives

2 of 2

JON FILARDO
Chief Operating OfficerCRD 8214565
LINDSEY HUDDLE
Chief Compliance OfficerCRD 6364897

Contacts

1 of 1

RICHARD GREEDER
Founding PartnerCRD 6150734

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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: 1330 Avenue of the Americas
Time zone: ET (UTC-5)
Office locations

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