Blue Moon Capital Management Llc
- Regulatory AUM
- $160M
- Discretionary
- $160M
- Clients
- 5
- Avg AUM / client
- $31.9M
- Accounts
- 1
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $160M | 100.0% |
| State or municipal government entities | 1 | — | — |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $130M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Blue Moon Senior Housing Ii Sidecar Lp | Real Estate Fund | Delaware | $130M | 1 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barlow, Susan, Jenay | Chief Operating Officer | Dec 2016 (10y) | 50% – 75% of Blue Moon Capital Partners Gp Llc (indirect) | |
| Matt, Kathryn, Sweeney | Chief Investment Officer | Dec 2016 (10y) | 50% – 75% of Blue Moon Capital Partners Gp Llc (indirect) | |
| Saleemah, Ahamed, Hassanali | Chief Compliance Officer | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Blue Moon Capital Partners Lp | Managing Member | Jul 2014 | A | 75% or more |
| The Susan J. Barlow Trust | Limited Partner | Dec 2016 | B | ≈ 14.06% – 50% via Susan J Barlow Lp |
| Kathryn A Sweeney Rmc Revocable Trust | Limited Partner | Dec 2016 | B | ≈ 14.06% – 50% via Kathryn A Sweeney Lp |
| Susan J Barlow Lp | Limited Partner | Oct 2013 | B | ≈ 18.75% – 50% via Blue Moon Capital Partners Lp |
| Kathryn A Sweeney Lp | Limited Partner | Oct 2013 | B | ≈ 18.75% – 50% via Blue Moon Capital Partners Lp |
| Blue Moon Capital Partners Gp Llc | General Partner | Oct 2013 | B | GP / trustee / elected manager of Blue Moon Capital Partners Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The Susan J. Barlow Trust: 75% – 100% of Susan J Barlow Lp × 25% – 50% of Blue Moon Capital Partners Lp × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Kathryn A Sweeney Rmc Revocable Trust: 75% – 100% of Kathryn A Sweeney Lp × 25% – 50% of Blue Moon Capital Partners Lp × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Susan J Barlow Lp: 25% – 50% of Blue Moon Capital Partners Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Kathryn A Sweeney Lp: 25% – 50% of Blue Moon Capital Partners Lp × 75% – 100% direct ≈ 18.75% – 50% 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 (1, $130M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Blue Moon Senior Housing Ii Sidecar Lp | Real Estate Fund | $130M | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.3 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
- • Performance-based fees
- • Other fees
- • PERCENTAGE OF NET OPERATING INCOME
Services
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
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 27, 2026.
View current Form ADV (SEC/IAPD) ↗