BLKBRD ASSET MANAGEMENT
BLKBRD ASSET MANAGEMENT LP Legal Name
Adviser information for BLKBRD ASSET MANAGEMENT last updated from Form ADV on December 18th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | Performance-based fees |
Identifiers
| SEC RIA File Number | 801-129374 |
|---|---|
| SEC ERA File Number | 801-129374 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 329262 |
| Legal Entity Identifier | None |
Principal Office
8 SOUND SHORE DRIVESUITE 200
GREENWICH
CT
United States
Monday - Friday, 9AM - 5PM
Tel: +1-203-450-6055, Fax: None
Chief Compliance Officer
MARC WEINBERGER
CHIEF OPERATING OFFICER
8 SOUND SHORE DRIVE
SUITE 200
GREENWICH
CT
United States
Tel:
203-814-1157
M***@********************M
(Full email address available in API data)
Industry Affiliates
| BLKBRD SYSTEMATIC GP, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BLKBRD SYSTEMATIC MASTER FUND, LP | Hedge Fund | $0.0M | $10.0M | 0 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| IZZO, DANIEL, DOMINIC | Individual | – | FOUNDER AND CHIEF INVESTMENT OFFICER | 08/2023 | > 75% |
| WEINBERGER, MARC, LEE | Individual | – | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | 08/2023 | < 5% |
| BALLAY, JOHN, AUGUST | Individual | – | CHIEF STRATEGY OFFICER | 08/2023 | < 5% |
| BLKBRD ASSET MANAGEMENT GP, LLC | Domestic Entity | – | GENERAL PARTNER | 08/2023 | < 5% |
| IZZO, DANIEL, DOMINIC | Individual | BLKBRD ASSET MANAGEMENT GP, LLC | MANAGING MEMBER | 08/2023 | > 75% |