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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

BLUE MOON CAPITAL MANAGEMENT LLC

CRD 311941

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8764d379-cc14-12e8-0d57-529fa98a4027

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 4
On other graphs: 1
Observed: Sep 3, 2021 to Mar 27, 2026
10 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Blue Moon Capital Management LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $160MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $160M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-122443
CRD: 311941
Filings on the tape: 10
First filed: Sep 3, 2021
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BLUE MOON SENIOR HOUSING II SIDECAR LP	Real Estate Fund	$130M	Aug 1, 2024	1	Sep 3, 2021	reported	021-346137

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BARLOW, SUSAN, JENAY	Member	D	yes	12/2016	Sep 3, 2021	Aug 1, 2024
BARLOW, SUSAN, JENAY	Trustee	F	yes	03/2016	Sep 3, 2021	Aug 1, 2024
BARLOW, SUSAN, JENAY	CHIEF OPERATING OFFICER	Na	yes	04/2021	Sep 3, 2021	Aug 1, 2024
BLUE MOON CAPITAL PARTNERS GP LLC	GENERAL PARTNER	F	yes	12/2016	Sep 3, 2021	Aug 1, 2024
BLUE MOON CAPITAL PARTNERS GP LLC	GENERAL PARTNER	F	yes	10/2013	Sep 3, 2021	Aug 1, 2024
BLUE MOON CAPITAL PARTNERS GP LLC	GENERAL PARTNER	F	yes	12/2016	Sep 3, 2021	Aug 1, 2024
BLUE MOON CAPITAL PARTNERS LP	MANAGING MEMBER	E	yes	07/2014	Sep 3, 2021	Aug 1, 2024
KATHRYN A SWEENEY LP	LIMITED PARTNER	C	yes	10/2013	Sep 3, 2021	Aug 1, 2024
KATHRYN A SWEENEY RMC REVOCABLE TRUST	LIMITED PARTNER	E	yes	12/2016	Sep 3, 2021	Aug 1, 2024
MATT, KATHRYN, SWEENEY	Trustee	F	yes	05/2014	Sep 3, 2021	Aug 1, 2024
MATT, KATHRYN, SWEENEY	Member	D	yes	12/2016	Sep 3, 2021	Aug 1, 2024
MATT, KATHRYN, SWEENEY	CHIEF INVESTMENT OFFICER	Na	yes	04/2021	Sep 3, 2021	Aug 1, 2024
SUSAN J BARLOW LP	LIMITED PARTNER	C	yes	10/2013	Sep 3, 2021	Aug 1, 2024
THE SUSAN J. BARLOW TRUST	LIMITED PARTNER	E	yes	12/2016	Sep 3, 2021	Aug 1, 2024
AHAMED, SALEEMAH, HASSANALI	CHIEF COMPLIANCE OFFICER	Na	no	07/2024	Aug 1, 2024	Aug 1, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BLUE MOON CAPITAL PARTNERS LP	n/a	n/a	n/a	Y	yes	n/a
BLUE MOON SENIOR HOUSING I GP LLC	n/a	n/a	n/a	N	yes	n/a
BLUE MOON SENIOR HOUSING II GP LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 27, 2026	$160M	$160M	9	9	1	n/a
2024	Mar 26, 2025	$136M	$136M	11	11	1	n/a
2023	Mar 27, 2024	$130M	$130M	13	12	1	$130M
2022	Mar 30, 2023	$127M	$127M	13	12	1	$127M
2021	Mar 29, 2022	$118M	$118M	13	8	1	$118M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$160M	$136M	16.9%	$127M	7.9%	9	11	0	0

Relationships

Advises (1)

→ BLUE MOON SENIOR HOUSING II SIDECAR LPPrivate fundReal Estate Fund, IA
Sep 3, 2021 to presentfactForm ADV

Controls (8)

← BARLOW, SUSAN, JENAYOwnerMEMBER, ownership code D, individual
Sep 3, 2021 to Aug 1, 2024factForm ADV
← MATT, KATHRYN, SWEENEYOwnerMEMBER, ownership code D, individual
Sep 3, 2021 to Aug 1, 2024factForm ADV
← BLUE MOON CAPITAL PARTNERS GP LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Sep 3, 2021 to Aug 1, 2024factForm ADV
← BLUE MOON CAPITAL PARTNERS LPOwnerMANAGING MEMBER, ownership code E, domestic entity
Sep 3, 2021 to Aug 1, 2024factForm ADV
← KATHRYN A SWEENEY LPOwnerLIMITED PARTNER, ownership code C, domestic entity
Sep 3, 2021 to Aug 1, 2024factForm ADV
← KATHRYN A SWEENEY RMC REVOCABLE TRUSTOwnerLIMITED PARTNER, ownership code E, domestic entity
Sep 3, 2021 to Aug 1, 2024factForm ADV
← SUSAN J BARLOW LPOwnerLIMITED PARTNER, ownership code C, domestic entity
Sep 3, 2021 to Aug 1, 2024factForm ADV
← THE SUSAN J. BARLOW TRUSTOwnerLIMITED PARTNER, ownership code E, domestic entity
Sep 3, 2021 to Aug 1, 2024factForm ADV

Owns (1)

← AHAMED, SALEEMAH, HASSANALIOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 1, 2024 to Aug 1, 2024factForm ADV

Dated events

Occurred
Aug 1, 2024
Control person left
Nicole Elyse Hanson (Chief Compliance Officer) no longer on Schedule A of Blue Moon Capital Management Llc (listed 2024-03-27, absent 2024-08-01)
Form ADVobserved 6 days ago
Occurred
Apr 28, 2022
Control person joined
Elyse Hanson (Chief Compliance Officer) appeared on Schedule A of Blue Moon Capital Management Llc
Form ADVobserved 6 days ago
Occurred
Apr 28, 2022
Control person left
Damien John Bradley (Chief Compliance Officer) no longer on Schedule A of Blue Moon Capital Management Llc (listed 2022-03-29, absent 2022-04-28)
Form ADVobserved 6 days ago
Occurred
Sep 3, 2021
First Form ADV filing
Blue Moon Capital Partners Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8764d379-cc14-12e8-0d57-529fa98a4027
First observed: Sep 3, 2021
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLUE MOON CAPITAL MANAGEMENT LLC

CRD 311941

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8764d379-cc14-12e8-0d57-529fa98a4027

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:13 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BLUE MOON SENIOR HOUSING II SIDECAR LP

Real Estate Fund

$130M

Aug 1, 2024

Sep 3, 2021

reported

021-346137

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARLOW, SUSAN, JENAY

Member

yes

12/2016

Sep 3, 2021

Aug 1, 2024

BARLOW, SUSAN, JENAY

Trustee

yes

03/2016

Sep 3, 2021

Aug 1, 2024

BARLOW, SUSAN, JENAY

CHIEF OPERATING OFFICER

yes

04/2021

Sep 3, 2021

Aug 1, 2024

BLUE MOON CAPITAL PARTNERS GP LLC

GENERAL PARTNER

yes

12/2016

Sep 3, 2021

Aug 1, 2024

BLUE MOON CAPITAL PARTNERS GP LLC

GENERAL PARTNER

yes

10/2013

Sep 3, 2021

Aug 1, 2024

BLUE MOON CAPITAL PARTNERS GP LLC

GENERAL PARTNER

yes

12/2016

Sep 3, 2021

Aug 1, 2024

BLUE MOON CAPITAL PARTNERS LP

MANAGING MEMBER

yes

07/2014

Sep 3, 2021

Aug 1, 2024

KATHRYN A SWEENEY LP

LIMITED PARTNER

yes

10/2013

Sep 3, 2021

Aug 1, 2024

KATHRYN A SWEENEY RMC REVOCABLE TRUST

LIMITED PARTNER

yes

12/2016

Sep 3, 2021

Aug 1, 2024

MATT, KATHRYN, SWEENEY

Trustee

yes

05/2014

Sep 3, 2021

Aug 1, 2024

MATT, KATHRYN, SWEENEY

Member

yes

12/2016

Sep 3, 2021

Aug 1, 2024

MATT, KATHRYN, SWEENEY

CHIEF INVESTMENT OFFICER

yes

04/2021

Sep 3, 2021

Aug 1, 2024

SUSAN J BARLOW LP

LIMITED PARTNER

yes

10/2013

Sep 3, 2021

Aug 1, 2024

THE SUSAN J. BARLOW TRUST

LIMITED PARTNER

yes

12/2016

Sep 3, 2021

Aug 1, 2024

AHAMED, SALEEMAH, HASSANALI

CHIEF COMPLIANCE OFFICER

07/2024

Aug 1, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BLUE MOON CAPITAL PARTNERS LP

n/a

yes

n/a

BLUE MOON SENIOR HOUSING I GP LLC

n/a

yes

n/a

BLUE MOON SENIOR HOUSING II GP LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$160M

n/a

2024

Mar 26, 2025

$136M

n/a

2023

Mar 27, 2024

$130M

2022

Mar 30, 2023

$127M

2021

Mar 29, 2022

$118M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$160M

$136M

16.9%

$127M

7.9%