Boardman Bay Capital Management LLC
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Overview
Boardman Bay Capital Management LLC operates as a financial advisor firm that has its headquarters in New York, New York. The company has $71.1 million in assets under management over nine client accounts. It has a small team, including 2 financial advisors. Boardman Bay Capital Management LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal investments like options, bonds and stocks.
Boardman Bay Capital Management LLC administers all of the firm's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes transaction decisions for the client's account without needing to seek client permission. The company's typical account size is $7.9 million. The average advisor at Boardman Bay Capital Management LLC oversees around five client accounts, making it one of the most individualized firms in the country.
The company's central office is at 1120 Avenue Of The Americas 4Th Floor, New York, New York 10036.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Boardman Bay Capital Management LLC by the Numbers
$71.1 million
2
9
$7.9 million
Fee Structure
Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees billed by the firm most likely are comprised of some combination of the following fee types: asset-based or other. Boardman Bay Capital Management LLC does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The firm provides services to pooled investment vehicles. Out of its nine accounts, Boardman Bay Capital Management LLC's largest client group by number of accounts is pooled investment vehicles. None of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Boardman Bay Capital Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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