Data / Investment advisers / New York / Broad Bay Capital Management LP
Broad Bay Capital Management LP, New York, NY: $1.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Broad Bay Capital Management LP is an SEC registered investment adviser with its main office in New York, New York and reports $1.9 billion in regulatory assets under management in its Form ADV filed September 15, 2026. Its clients include corporations and other businesses and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 284341
- SEC file number
- 801-108145
- SEC status
- Approved, effective August 1, 2016
- Main office
- 920 Broadway 9th Floor, New York, NY 10010
- Phone
- (212) 503-5800
- Website
- broadbaycapital.com
- Regulatory AUM
- $1,887,847,738 in the Form ADV filed September 15, 2026
- Discretionary AUM
- $1,887,847,738
- Accounts
- 4
- Employees
- 10, of which 7 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $186,737,628
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 1 | $1.70 billion |
| Pooled investment vehicles | 3 | $186.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.89 billion | March 31, 2026 |
| December 1, 2025 | $1.47 billion | August 13, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Saratoga Investment Advisors, LLC | New York | $1.90 billion | Not listed | adviserinfo.sec.gov |
| Rho Treasury | New York | $1.89 billion | Not listed | adviserinfo.sec.gov |
| Bow Wave Capital Management, LP | New York | $1.89 billion | 6 | adviserinfo.sec.gov |
| Clarion Capital Partners, LLC | New York | $1.89 billion | 12 | adviserinfo.sec.gov |
| Treville Capital Management LLC | New York | $1.89 billion | 9 | adviserinfo.sec.gov |
| Access Ventures | New York | $1.88 billion | 30 | adviserinfo.sec.gov |
| Wilkinson Global Asset Management LLC | New York | $1.88 billion | Not listed | adviserinfo.sec.gov |
| Integral Health Asset Management, LLC | New York | $1.87 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Broad Bay Capital Management LP on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.