DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bluemountain Fuji Management, LLC
Latest filing Mar 31, 2026
First filing on the tape Mar 21, 2017 · 23 filings
SEC status approved since Apr 10, 2017
RAUM
$1.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
0
0 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$1.2B as of Mar 31, 2026
Mar 28, 2018$2.0B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20180 then
Employees (5.A)0 as of Mar 31, 2026
Mar 28, 20183 then
Private funds4 as of Mar 31, 2026
Mar 28, 20185 then
RAUM -32% over the last fiscal year-31% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $300MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -32%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- controlled by a public reporting companyderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Bluemountain Fuji US Clo II Ltd. | Securitized Asset Fund | $477M | 1 | Feb 20, 2018 |
| Bluemountain Eur Clo 2016-1 Designated Activity Company | Securitized Asset Fund | $427M | 2 | Aug 29, 2016 |
| Bluemountain Fuji US Clo I Ltd. | Securitized Asset Fund | $425M | 2 | Feb 20, 2018 |
| Bluemountain Fuji Eur Clo V Designated Activity Company | Securitized Asset Fund | $376M | 2 | Feb 28, 2020 |
| Bluemountain Fuji Eur Clo IV Designated Activity Company | Securitized Asset Fund | $371M | 2 | Feb 28, 2020 |
| Bluemountain Fuji Eur Clo III Designated Activity Company | Securitized Asset Fund | $369M | 2 | Feb 18, 2019 |
| Bluemountain Fuji US Clo III Ltd. | Securitized Asset Fund | $337M | 1 | Feb 20, 2018 |
| Bluemountain Clo 2013-2 Ltd. | Securitized Asset Fund | $311M | 1 | Nov 14, 2013 |
| Bluemountain Fuji Eur Clo II Designated Activity Company | Securitized Asset Fund | $260M | 2 | Feb 20, 2018 |
Owners and control persons
Schedule A and B, latest filing
- Howard Jonathan Feiler · Managercontrolsince 05/2021 · owns less than 5%
- James Matthew Higbee · Managercontrolsince 05/2021 · owns less than 5%
- Russell Holliday · Manager; Portfolio Managercontrolsince 07/2023 · owns less than 5%
- J.S. Andrea Sayago · Chief Compliance Officercontrolsince 07/2023 · owns less than 5%
Entity owners
- Bsof Fuji Series A Inc. · Member - Series Adirect · owns 75% or more
- Bsof Fuji Series B Ltd. · Member - Series Bdirect · owns 75% or more
Related persons
Schedule D 7.A
- Sound Point Luna LLCinvestment adviserbankpooled vehicle sponsoryRAUM $10B
Advisers that list Bluemountain Fuji Management, LLC as a related person
- 287595 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $1,770,550,917 to $1,199,300,937 (-32.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1368 comparable advisers, 2.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 2.4% percentile
What changed
consecutive filings, newest first
- Accounts · 6 to 4Aug 22, 2025 to Mar 31, 2026
- Pooled vehicle clients · 6 to 4Aug 22, 2025 to Mar 31, 2026
- Private funds · 6 to 4Aug 22, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.8B to $1.2BAug 22, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.8B to $1.2BAug 22, 2025 to Mar 31, 2026
- RAUM · $1.8B to $1.2BAug 22, 2025 to Mar 31, 2026
- Accounts · 8 to 6Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 8 to 6Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Private funds · 8 to 6Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.9B to $1.8BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.9B to $1.8BMar 29, 2024 to Mar 31, 2025
- RAUM · $2.9B to $1.8BMar 29, 2024 to Mar 31, 2025
- Accounts · 9 to 8Aug 14, 2023 to Mar 29, 2024
- Pooled vehicle clients · 9 to 8Aug 14, 2023 to Mar 29, 2024
- Other offices · 1 to 0Aug 14, 2023 to Mar 29, 2024
- Private funds · 9 to 8Aug 14, 2023 to Mar 29, 2024
- Discretionary RAUM · $3.7B to $2.9BAug 14, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $3.7B to $2.9BAug 14, 2023 to Mar 29, 2024
- RAUM · $3.7B to $2.9BAug 14, 2023 to Mar 29, 2024
- Other offices · 0 to 1Mar 30, 2023 to Aug 14, 2023
- Discretionary RAUM · $3.9B to $3.7BOct 28, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $3.9B to $3.7BOct 28, 2022 to Mar 30, 2023
- RAUM · $3.9B to $3.7BOct 28, 2022 to Mar 30, 2023
- Discretionary RAUM · $4.0B to $3.9BDec 15, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $4.0B to $3.9BDec 15, 2021 to Mar 31, 2022
- RAUM · $4.0B to $3.9BDec 15, 2021 to Mar 31, 2022
- Advisory employees · 3 to 0Mar 29, 2021 to Jun 17, 2021
- Employees · 3 to 0Mar 29, 2021 to Jun 17, 2021
- Discretionary RAUM · $3.9B to $4.0BSep 26, 2020 to Mar 29, 2021
- Pooled vehicle RAUM · $3.9B to $4.0BSep 26, 2020 to Mar 29, 2021
- RAUM · $3.9B to $4.0BSep 26, 2020 to Mar 29, 2021
- Accounts · 7 to 9Feb 28, 2020 to Mar 26, 2020
- Pooled vehicle clients · 7 to 9Feb 28, 2020 to Mar 26, 2020
- Discretionary RAUM · $3.1B to $3.9BFeb 28, 2020 to Mar 26, 2020
- Pooled vehicle RAUM · $3.1B to $3.9BFeb 28, 2020 to Mar 26, 2020
- RAUM · $3.1B to $3.9BFeb 28, 2020 to Mar 26, 2020
- Private funds · 7 to 9Mar 27, 2019 to Feb 28, 2020
- Accounts · 5 to 7Feb 18, 2019 to Mar 27, 2019
- Pooled vehicle clients · 5 to 7Feb 18, 2019 to Mar 27, 2019
Signals
19 dated events
- Bluemountain Fuji Management, Llc reported RAUM $1.2B, down 32% from $1.8B (2025-08-22 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Bluemountain Fuji Management, Llc reported RAUM $1.8B, down 39% from $2.9B (2024-03-29 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Russell Holliday (Manager; Portfolio Manager) appeared on Schedule A of Bluemountain Fuji Management, LlcMar 29, 2024 · Control person joined · fact
- Chisato Charles Kobayashi (Manager; Portfolio Manager) no longer on Schedule A of Bluemountain Fuji Management, Llc (listed 2023-03-30, absent 2023-08-14)Aug 14, 2023 · Control person left · inference
- Dave Ray (Chief Compliance Officer) no longer on Schedule A of Bluemountain Fuji Management, Llc (listed 2023-03-30, absent 2023-08-14)Aug 14, 2023 · Control person left · inference
- J.S. Andrea Sayago (Chief Compliance Officer) appeared on Schedule A of Bluemountain Fuji Management, LlcAug 14, 2023 · Control person joined · fact
- Kittredge Adele Murray (Chief Compliance Officer) no longer on Schedule A of Bluemountain Fuji Management, Llc (listed 2022-03-31, absent 2022-10-28)Oct 28, 2022 · Control person left · inference
- Dave Ray (Chief Compliance Officer) appeared on Schedule A of Bluemountain Fuji Management, LlcOct 28, 2022 · Control person joined · fact
- Dave Ray (Chief Compliance Officer) no longer on Schedule A of Bluemountain Fuji Management, Llc (listed 2021-06-18, absent 2021-12-15)Dec 15, 2021 · Control person left · inference
- Kittredge Adele Murray (Chief Compliance Officer) appeared on Schedule A of Bluemountain Fuji Management, LlcDec 15, 2021 · Control person joined · fact
- Chisato Charles Kobayashi (Manager; Portfolio Manager) appeared on Schedule A of Bluemountain Fuji Management, LlcJun 18, 2021 · Control person joined · fact
- Linn Brandon Cahill (Co-Chief Executive Officer) no longer on Schedule A of Bluemountain Fuji Management, Llc (listed 2021-03-29, absent 2021-06-17)Jun 17, 2021 · Control person left · inference
- Howard Jonathan Feiler (Manager) appeared on Schedule A of Bluemountain Fuji Management, LlcJun 17, 2021 · Control person joined · fact
- James Matthew Higbee (Manager) appeared on Schedule A of Bluemountain Fuji Management, LlcJun 17, 2021 · Control person joined · fact
- Milo Eric Albert (Chief Compliance Officer) no longer on Schedule A of Bluemountain Fuji Management, Llc (listed 2020-09-26, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- Dave Ray (Chief Compliance Officer) appeared on Schedule A of Bluemountain Fuji Management, LlcMar 29, 2021 · Control person joined · fact
- Bluemountain Fuji Management, Llc reported RAUM $3.1B, up 60% from $2.0B (2019-02-18 to 2019-03-27)Mar 27, 2019 · RAUM change · derived
- Bluemountain Fuji Management, Llc reported RAUM $2.0B, up 398% from $392.7M (2018-02-20 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
- Bluemountain Fuji Management, Llc filed its initial SEC registration (Form ADV)Mar 21, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Principal office phone
- 212-895-2280reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026