# Boardman Bay Capital Management

Boardman Bay Capital Management is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** Manchester, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** boardmanbay.com

## Regulatory record

- **CRD number:** 164577
- **SEC file number:** 801-79558
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164577

## About

Boardman Bay Capital Management invests in public and private technology companies. It directs public-equity exposure through the Digital Transformation Fund and channels private investments through the Boardman Bay Private Opportunities Fund. The process rests on fundamental research and access to proprietary networks developed over decades.

## Sectors

- AI/ML
- Semiconductors
- Robotics & Automation
- Defense Tech
- Infrastructure
- Enterprise Software

## Offices

- Los Altos
- Miami
- New York
- Chicago
- London
- San Jose
- Dubai
- San Francisco

## Questions

### How does Boardman Bay allocate between public equities and private venture capital?

The firm operates two distinct public-markets funds — the long/short Digital Transformation Fund and the concentrated long-only Optical Opportunities Fund — alongside the Boardman Bay Private Opportunities Fund, a dedicated private-venture vehicle. Private commitments have been active since 2015, targeting hard-tech companies at growth inflection points. The public and private teams share research infrastructure, but the funds maintain separate liquidity profiles and portfolio-construction disciplines.

### What qualifies as 'hard technology' for Boardman Bay's private investments?

The firm defines its hard-tech remit to include semiconductors, silicon photonics, co-packaged optics, AI datacenter infrastructure, advanced hardware, autonomy, robotics, and defense-related technologies. These share long development cycles, high capital intensity, and a dependence on deep technical underwriting — attributes the firm believes produce asymmetric return profiles when timed correctly.

### What is the Optical Opportunities Fund, and how does it differ from the Digital Transformation Fund?

The Optical Opportunities Fund, launched in 2017, is a concentrated long-only strategy that invests in the physical infrastructure of AI — semiconductors, high-speed connectivity, networking, and hardware. The Digital Transformation Fund, launched in 2012, is a broader long/short equity strategy that invests across the technology landscape. The Optical fund represents the firm's thematic doubling-down on hard infrastructure.

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Last updated: 2026-07-11T16:17:07.000Z

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