SourcingSourcing

BLUE MOON CAPITAL MANAGEMENT LLC

C38
CRD 311941·SEC 801-122443·BOSTON, MA
AUM
$159.5M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$479K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUE MOON CAPITAL MANAGEMENT LLC
CRD
311941
SEC file #
801-122443
EIN
—
DBA names
—

Economics

AUM
$159.5M
AUM band
$100M-$500M
AUM trajectory
'22'26
$85.3M → $159.5M▲ +87%
Client mix
Pooled Investment Vehicles4
State Or Municipal Govt1

Operations

Employees (total)
9
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'22'26
7 advisors → 9 advisors▲ +29%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPension consulting
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/blue-moon-capital-partners-lp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLUE MOON CAPITAL PARTNERS LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
BLUE MOON CAPITAL PARTNERS LP
BARLOW, SUSAN, JENAY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:bluemoon.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
243,371
Form 5500 Compensation Trajectory 3y
2025243,371
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
243,371
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (3)

3
BARLOW, SUSAN, JENAY
Executive Officer · 2.5%
1937590
MATT, KATHRYN, SWEENEY
Executive Officer · 2.5%
7337953
AHAMED, SALEEMAH, HASSANALI
Executive Officer · 2.5%
5819935