# Boardman Bay Capital Management LLC

> Boardman Bay Capital Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 164577
- Filed as: BOARDMAN BAY CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164577
- AdvisorCensus page: https://advisorcensus.com/firm/boardman-bay-capital-management-llc-new-york-ny-164577

## Quick answers

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

**Where is Boardman Bay Capital Management LLC located?**
Boardman Bay Capital Management LLC's principal office is in New York, NY, according to its Form ADV.

**Is Boardman Bay Capital Management LLC registered with the SEC or a state?**
Boardman Bay Capital Management LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 164577.

**How much does Boardman Bay Capital Management LLC manage?**
Boardman Bay Capital Management LLC reports $518,389,654 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Boardman Bay Capital Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Boardman Bay Capital Management LLC: Regulatory assets under management: $80,412,808 in the October 2021 data and $518,389,654 in the October 2026 data, up 545%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Boardman Bay 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) (15).

**Does Boardman Bay 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/164577

**What changed in Boardman Bay Capital Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $163,740,446 to $518,389,654 (+217%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $518,389,654
- Discretionary: $518,389,654
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 15 | $518,389,654 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- boardmanbay.com
- LinkedIn @BOARDMAN-BAY-CAPITAL-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $80,412,808 | 2 | March 31, 2021 |
| October 2022 | $122,841,060 | 2 | March 31, 2022 |
| October 2023 | $71,079,408 | 2 | March 29, 2023 |
| October 2024 | $62,197,986 | 2 | March 27, 2024 |
| October 2025 | $163,740,446 | 3 | March 31, 2025 |
| October 2026 | $518,389,654 | 3 | March 31, 2026 |

Regulatory assets under management: $80,412,808 in the October 2021 data and $518,389,654 in the October 2026 data, up 545%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $163,740,446 to $518,389,654 (+217%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boardman Bay Capital Management LLC (CRD 164577): Form ADV filing data as of October 2026.