BLUE MOON CAPITAL MANAGEMENT LLC

699 Boylston Street
Suite 700
Boston, Massachusetts 02116
Tel: 617-307-5960

About BLUE MOON CAPITAL MANAGEMENT LLC

BLUE MOON CAPITAL MANAGEMENT LLC, formally registered with the SEC as BLUE MOON CAPITAL MANAGEMENT LLC. The firm was established in 10/04/2021. They have over 1 offices throughout the country.

BLUE MOON CAPITAL MANAGEMENT LLC is a Boston, Massachusetts based Financial Planning firm with nearly $130,228,107 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311941
SEC#	801-122443
Assets Managed by Firm	$130,228,107
No. of Clients	1
No. of Advisors	13

Fee Structure

A percentage of AUM
Performance Based
Other (PERCENTAGE OF NET OPERATING INCOME)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$130,228,107

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