Boardman Bay Capital Management Llc
- Regulatory AUM
- $518M
- Discretionary
- $518M
- Clients
- 15
- Avg AUM / client
- $34.6M
- Accounts
- 15
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 15 | $518M | 100.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $59.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Boardman Bay Ventures, Lp Series I | Private Equity Fund | Delaware | $26.9M | 90 |
| Boardman Bay Ventures, Lp Series H | Private Equity Fund | Delaware | $13.1M | 46 |
| Boardman Bay Master, Ltd. master | Hedge Fund | Cayman Islands | $7.1M | 25 |
| Boardman Bay Optical Opportunities, Lp | Hedge Fund | Delaware | $6.7M | 16 |
| Boardman Bay Ventures, Lp Series A | Private Equity Fund | Delaware | $2.2M | 19 |
| Boardman Bay Ventures, Lp Series B | Private Equity Fund | Delaware | $2.0M | 10 |
| Boardman Bay Ventures, Lp Series F | Private Equity Fund | Delaware | $1.8M | 42 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Graves, William, Boardman | Managing Member And Chief Investment Officer | Apr 2012 (14y) | ≈ 56.25% – 100% via Chariot Gtf Llc | |
| Brown, Kenneth, Bernard | Cco | May 2012 (14y) | Less than 5% | |
| Keough, Michael, Thomas | Managing Member | Oct 2012 (14y) | ≈ 3.75% – 10% via Cultivate Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Chariot Gtf Llc | Member | Jun 2012 | A | 75% or more |
| Cultivate Llc | Member | Apr 2012 | A | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Graves, William, Boardman: 75% – 100% of Chariot Gtf Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Keough, Michael, Thomas: 75% – 100% of Cultivate Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $59.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Boardman Bay Ventures, Lp Series I | Private Equity Fund | $26.9M | $250K | 90 |
| Boardman Bay Ventures, Lp Series H | Private Equity Fund | $13.1M | $1.0M | 46 |
| Boardman Bay Master, Ltd. | Hedge Fund | $7.1M | $1.0M | 25 |
| Boardman Bay Optical Opportunities, Lp | Hedge Fund | $6.7M | $1.0M | 16 |
| Boardman Bay Ventures, Lp Series A | Private Equity Fund | $2.2M | $1.0M | 19 |
| Boardman Bay Ventures, Lp Series B | Private Equity Fund | $2.0M | $1.0M | 10 |
| Boardman Bay Ventures, Lp Series F | Private Equity Fund | $1.8M | $1.0M | 42 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 4.68 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • PERFORMANCE ALLOCATION
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗