Bluemountain Fuji Management, LLC (New York)

Bluemountain Fuji Management, LLC is a large advisory firm based in New York. It manages $3.13 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of New York.

Bluemountain Fuji Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bluemountain Fuji Management: assets under management

The assets under management (AUM) of Bluemountain Fuji Management, LLC is $3.13 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 698% since the beginning of its operation, and $3.13 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $3.13 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $447.51 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bluemountain Fuji Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bluemountain Fuji Management serves?

The only and largest group of clients of Bluemountain Fuji Management is pooled investment vehicles with 7 clients and $3.13 billion of assets under management. Among the 9 most similar advisory firms, Bluemountain Fuji Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $3.13 billion for 7 clients. 100% of the firm’s clients are foreign persons or businesses.

Bluemountain Fuji Management also advises several private funds. Namely, seven securitized asset funds. The minimum investment commitment required of non-related persons ranges from $114,000 to $250,000.

Careers at Bluemountain Fuji Management, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Chisato Kobayashi	Co-chief executive officer	1 Nov 2015	Other	6104843
Eric Milo Albert	Chief compliance officer	1 Nov 2015	Other	6533938
Bluemountain Fuji Bmfv Holdings (Delaware) Inc.	Member - series a	1 Nov 2015	Other	47-5672978
Bluemountain Fuji Bmfv Holdings (Cayman) Ltd.	Member - series b	1 Nov 2015	Other	98-1351624
Bluemountain Fuji Bm1 Holdings (Delaware) Inc.	Member - series a	1 Feb 2017	50% - 75%	81-5453208
Bluemountain Fuji Bm1 Holdings (Cayman) Ltd.	Member - series b	1 Feb 2017	50% - 75%	98-1351381
Brandon Linn Cahill	Co-chief executive officer	1 Jun 2017	Other	4600767
Bluemountain Fuji Frsn Holdings (Delaware) Inc.	Member - series a	1 Jun 2017	Other	82-1990924
Bluemountain Fuji Frsn Holdings (Cayman) Inc.	Member - series b	1 Jun 2017	Other	98-1374699

Indirect Owners

The SEC currently registers 24 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Affiliated Managers Group	Shareholder	1 Dec 2000	75% - 100%	04-3218510
Amg New York Holdings Corporation	Member	1 Dec 2007	25% - 50%	04-3456127
William Huntington Reeves	Member	1 Dec 2007	25% - 50%	2578169
Llc Bluemountain Kicking Horse Fund Gp	General partner	1 Apr 2012	Other	45-5105040
Llc Bluemountain Gp Holdings	Member	1 Apr 2012	75% - 100%	26-1523585
Psp Public Credit I Inc.	Limited partner	1 Apr 2012	75% - 100%	98-0534572
Public Sector Pension Investment Board	Shareholder	1 Apr 2012	75% - 100%	0001396318
Bluemountain Summit Trading Holdings L.P.	Limited partner	1 Jan 2015	50% - 75%	98-1209779
Bluemountain Summit Opportunities Fund Ii (Cayman) L.P.	Limited partner	1 Jan 2015	75% - 100%	98-1200049
Llc Bluemountain Summit Opportunities Gp Ii	General partner	1 Jan 2015	Other	47-2712279
Llc Bluemountain Gp Holdings	Member	1 Jan 2015	75% - 100%	26-1523585
Llc Bluemountain Gp Holdings	Member	1 Mar 2015	75% - 100%	26-1523585
Llc Bluemountain Capital Management	Voting shareholder	1 Mar 2015	75% - 100%	26-1523875
Bluemountain Foinaven Fund Ltd.	Limited partner	1 May 2015	75% - 100%	98-1230894
Bmsb L.P.	Limited partner	1 Jun 2015	75% - 100%	47-2501377
Lloyds Banking Group Pensions Trustees Limited As Trustee Of The Lloyds Bank Pension Scheme No. 1	Shareholder	1 Jun 2015	75% - 100%	09919377
Bluemountain Kicking Horse Fund L.P.	Limited partner	1 Oct 2015	25% - 50%	98-1051382
Bluemountain Foinaven Master Fund L.P.	Shareholder	1 Nov 2015	75% - 100%	98-1231054
Llc Bluemountain Foinaven Gp	General partner	1 Nov 2015	Other	47-3383048
Llc Bluemountain Fursan Gp	General partner	1 Jan 2017	Other	26-1523585
Llc Bluemountain Gp Holdings	Member	1 Jan 2017	75% - 100%	26-1523585
Bluemountain Summit Trading L.P.	Shareholder	1 Feb 2017	75% - 100%	47-2503019
Bluemountain Fursan Fund L.P.	Shareholder	1 Jun 2017	75% - 100%	98-1237580
General Organization For Social Insurance	Shareholder	1 Jun 2017	Other	n/a

Based in New York

The principal office where Bluemountain Fuji Management, LLC performs its advisory services is located at 280 Park Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-905-3970 or by fax 212-905-3901. The normal business hours are 9am-5pm on Monday - Friday.