Blue Moon Capital Management LLC

Fee-Only (% of Portfolio)

Blue Moon Capital Management focuses on the senior housing sector, providing advisory services to pooled investment vehicles and a U.S. state pension plan. Blue Moon invests in the development and recapitalization of new senior housing communities in joint ventures with senior housing developers and operators. Blue Moon does not tailor its advisory services to the individual needs of investors in its pooled investment vehicles.

Assets Under Management$140M
Clients4
AdvisorsN/A
Avg. per Client$34M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Blue Moon manages pooled investment vehicles and charges a fixed annual asset-based management fee and a performance-based fee. The specific amounts and manner in which Blue Moon charges fees are described in the governing documents of each investment vehicle. Blue Moon also manages a pension plan account and is compensated based on net operating income.

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