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| Blue Moon Capital Management LLC
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| |
|---|---|
| CRD # | 311941 |
| SEC # | 801-122443 |
| CIK # | |
| AUM | $130.2 MM (2024-08-01) |
| Employees | 13 (92% Investors, 0% Brokers) |
| Phone | 617-307-5960 |
| Address | 699 Boylston Street Boston, MA 02116 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Blue Moon Senior Housing II Sidecar LP | [2021-09-03] | 50.0 | 130.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 130.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 130.2 |
| By Discretionary | ||
| Discretionary | 1 | 130.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 130.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.2 | |
| Total | 1 | 130.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Susan Barlow | 3 | ||
| Kathryn Sweeney | 2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ascentris LLC
✚
|
CO | 0.1 |
|
Baseline Partners LLC
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AZ | 0.1 |
|
RSC Asset Management Group LLC
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CA | 0.1 |
|
AII Capital Management LLC
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|
CA | 0.1 |
|
Wellings Capital Management LLC
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|
VA | 0.1 |
|
Triangle Investment Management LLC
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NY | 0.1 |
|
BOAM RIA LLC
✚
|
NE | 0.1 |
|
PARE Partners II LLC
✚
|
FL | 0.1 |
|
Evolution Investment Management LLC
✚
|
TX | 0.1 |
|
Oxford Real Estate Advisors Inc
✚
|
PA | 0.1 |