# Blue Moon Capital Management LLC

> Blue Moon Capital Management LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 311941
- Filed as: BLUE MOON CAPITAL MANAGEMENT LLC
- Also doing business as: BLUE MOON CAPITAL PARTNERS LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311941
- AdvisorCensus page: https://advisorcensus.com/firm/blue-moon-capital-management-llc-boston-ma-311941

## Quick answers

**How is Blue Moon Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Moon Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Blue Moon Capital Management LLC located?**
Blue Moon Capital Management LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Blue Moon Capital Management LLC registered with the SEC or a state?**
Blue Moon Capital Management LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311941.

**How much does Blue Moon Capital Management LLC manage?**
Blue Moon Capital Management LLC reports $159,527,074 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Blue Moon Capital Management LLC's assets and staff changed since 2022?**
In the Form ADV data for Blue Moon Capital Management LLC: Regulatory assets under management: $117,884,815 in the October 2022 data and $159,527,074 in the October 2026 data, up 35%. Total employees: 13 in October 2022 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blue Moon Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4); state or municipal government entities (including government pension plans) (1).

**Does Blue Moon Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311941

**What changed in Blue Moon Capital Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 11 to 9. Regulatory assets under management went from $136,472,489 to $159,527,074 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $159,527,074
- Discretionary: $159,527,074
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $159,527,074 |
| State or municipal government entities (including government pension plans) | 1 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services

### Firm details
- Registered since: 2021 (4 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bluemooncp.com
- LinkedIn @blue-moon-capital-partners-lp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $117,884,815 | 13 | May 10, 2022 |
| October 2023 | $126,856,353 | 13 | March 30, 2023 |
| October 2024 | $130,228,107 | 13 | August 1, 2024 |
| October 2025 | $136,472,489 | 11 | June 16, 2025 |
| October 2026 | $159,527,074 | 9 | March 27, 2026 |

Regulatory assets under management: $117,884,815 in the October 2022 data and $159,527,074 in the October 2026 data, up 35%.
Total employees: 13 in October 2022 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 9.
- Regulatory assets under management went from $136,472,489 to $159,527,074 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Moon Capital Management LLC (CRD 311941): Form ADV filing data as of October 2026.