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| Happy Holidays!! thanks for using AUM13F!! |
| Blue Moon Capital Management LLC
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|---|---|
| CRD # | 311941 |
| SEC # | 801-122443 |
| CIK # | |
| AUM | $136.5 M (2025-06-16) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 617-307-5961 |
| Address | 699 Boylston Street Boston, MA 02116 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Blue Moon Senior Housing II Sidecar LP | [2021-09-03] | 50.0 | 130.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 136.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 136.5 |
| By Discretionary | ||
| Discretionary | 1 | 136.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 136.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.5 | |
| Total | 1 | 136.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Susan Barlow | 3 | ||
| Kathryn Sweeney | 2 |
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|---|---|---|
|
EM Advisor LLC
✚
|
NY | 0.2 |
|
Tricon Capital GP Inc
✚
|
0.2 | |
|
RSC Asset Management Group LLC
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CA | 0.1 |
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FL | 0.1 |
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SRT Group LLC
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FL | 0.1 |
|
RM Adviser LLC
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|
0.1 | |
|
Paladin Realty Partners LLC
✚
|
0.1 | |
|
Ascentris LLC
✚
|
CO | 0.1 |
|
AII Capital Management LLC
✚
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CA | 0.1 |
|
Tryperion Holdings LLC
✚
|
CA | 0.1 |