Blue Mountain

Read About Hedge Funds

Key Facts

Founded11/2003
Websitehttps://www.bluemountaincapital.com
HeadquartersNew York
Other OfficesLondon
Employees214
AUM$22.8 billion
AUM as ofSeptember 22, 2017
StrategiesCredit
Clients40

Overview

Blue Mountain is a hedge fund based in New York with offices in London. It was founded in 11/2003 by Andrew Feldstein, president; Stephen Siderow, chief operating officer; and Gery Sampere, head of credit research and portfolio manager. They hold $22.8 billion in assets under management as of September 22, 2017. Read their Plain English Brochure. "The Fund invests both long and short in the global credit markets, primarily through credit default swaps and other related credit derivatives. Its investment philosophy combines three vectors: fundamental credit research, quantitative analysis and technical market knowledge and experience."http://findarticles.com/p/articles/mi_m0EIN/is_2005_Feb_7/ai_n9494567

$3.2 billion in assets under management as of 1/1/2007http://media.ft.com/cms/02fd5a42-f338-11db-9845-000b5df10621.pdf

Sub Funds and Performance

NameAUM (bn) Type Strategies 2011 2012 2013 2014 2015 Min Investment Num Clients Internal $ % Fund of Funds $ % Prime Brokers
Blue Mountain Credit Alternatives Master Fund L.P. 12.664 hedge fund 5,000,000 2169 3.0 18.0 Barclays Bank Plc, Barclays Capital Inc., Bnp Paribas, Deutsche Bank, Deutsche Bank Securities Inc., J.P. Morgan Chase Bank, N.A., JP Morgan, J.P. Morgan Securities Limited, JP Morgan, Merrill, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, The Bank Of New York Mellon, Ubs Ag
Bluemountain Credit Alternatives Fund 6.761 None Credit 3.56 14.51 7.87 2.67 0.07
Bluemountain Credit Opportunities Master Fund I L.P. 0.487 hedge fund 5,000,000 68 50.0 43.0 Barclays Bank Plc, Barclays Capital Inc., J.P. Morgan Chase Bank, N.A., JP Morgan, J.P. Morgan Securities Limited, JP Morgan, Morgan Stanley
Bluemountain Distressed Master Fund L.P. 0.024 hedge fund 1,000,000 13 49.0 47.0 Barclays Bank Plc, Barclays Capital Inc., Deutsche Bank, Deutsche Bank Securities Inc., J.P. Morgan Chase Bank, N.A., JP Morgan, J.P. Morgan Securities Limited, JP Morgan, Merrill, Merrill Lynch, Pierce, Fenner & Smith Incorporated, State Street Bank And Trust Company, The Bank Of New York Mellon, U.S. Bank National Association, Ubs Ag
Bluemountain Foinaven Master Fund L.P. 0.963 hedge fund 100,000 3 Barclays Bank Plc, Barclays Capital Inc., Deutsche Bank, J.P. Morgan Chase Bank, N.A., JP Morgan, Merrill, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, Ubs Ag
Bluemountain Fursan Fund L.P. 0.582 hedge fund 500,000,000 2 Barclays Bank Plc, Deutsche Bank, JP Morgan, Merrill, Morgan Stanley, Ubs Ag
Bluemountain Global Volatility Master Fund L.P. 0.773 hedge fund 1,000,000 33 19.0 7.0 Barclays Bank Plc, Barclays Capital Inc., Bnp Paribas, Deutsche Bank, Deutsche Bank Securities Inc., J.P. Morgan Chase Bank, N.A., JP Morgan, J.P. Morgan Securities Limited, JP Morgan, Merrill, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, State Street Bank And Trust Company, The Bank Of New York Mellon, U.S. Bank National Association, Ubs Ag
Bluemountain Guadalupe Peak Fund L.P. 0.428 hedge fund 300,000,000 2 Barclays Bank Plc, Barclays Capital Inc., Bnp Paribas, Deutsche Bank, Deutsche Bank Securities Inc., J.P. Morgan Chase Bank, N.A., JP Morgan, J.P. Morgan Securities Limited, JP Morgan, Merrill, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, The Bank Of New York Mellon, Ubs Ag
Bluemountain Kicking Horse Fund L.P. 1.326 hedge fund 300,000,000 2 Barclays Bank Plc, Barclays Capital Inc., Deutsche Bank, Deutsche Bank Securities Inc., JP Morgan, J.P. Morgan Securities Inc., J.P. Morgan Securities Limited, Merrill, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, Ubs Ag
Bluemountain Logan Opportunities Master Fund L.P. 0.895 hedge fund 500,000,000 2 Barclays Bank Plc, Barclays Capital Inc., J.P. Morgan Chase Bank, N.A., JP Morgan, J.P. Morgan Securities Limited, JP Morgan, Ubs Ag
Bluemountain Long Short Equity Fund 0.878 None Long/Short 0.34 3.66 19.48 19.48 2.83
Bluemountain Long/Short Credit Master Fund L.P. 0 hedge fund 5,000,000 Barclays Bank Plc, Barclays Capital Inc., Deutsche Bank, Deutsche Bank Securities Inc., J.P. Morgan Chase Bank, N.A., JP Morgan, J.P. Morgan Securities Limited, JP Morgan, Merrill, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, The Bank Of New York Mellon, Ubs Ag
Bluemountain Long/Short Equity Master Fund L.P. 1.191 hedge fund 1,000,000 101 7.0 76.0 Barclays Bank Plc, Barclays Capital Inc., Deutsche Bank Securities Inc., J.P. Morgan Chase Bank, N.A., JP Morgan, J.P. Morgan Securities Limited, JP Morgan, Merrill, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, State Street Bank And Trust Company, The Bank Of New York Mellon, U.S. Bank National Association, Ubs Ag
Bluemountain Montenvers Master Fund Sca Sicav-Sif 2.079 hedge fund 50,000,000 21 Barclays Bank Plc, Barclays Capital Inc., Bnp Paribas, JP Morgan, Merrill, Merrill Lynch, Pierce, Fenner & Smith Incorporated
Bluemountain Strategic Credit Master Fund L.P. 0.101 hedge fund 1,000,000 27 32.0 Barclays Bank Plc, Barclays Capital Inc., Deutsche Bank Securities Inc., J.P. Morgan Chase Bank, N.A., JP Morgan, J.P. Morgan Securities Limited, JP Morgan, Merrill, Morgan Stanley, State Street Bank And Trust Company, The Bank Of New York Mellon, U.S. Bank National Association
Bluemountain Summit Opportunities Fund II (Cayman) L.P. 0.810 hedge fund 5,000,000 69 37.0 37.0 JP Morgan
Bluemountain Summit Opportunities Fund II (US) L.P. 0.091 hedge fund 5,000,000 92 48.0 JP Morgan
Bluemountain Systematic Master Fund L.P. 0 hedge fund 1,000,000 2 100.0 100.0 JP Morgan, Merrill
Bluemountain Timberline Ltd. 0.563 hedge fund 1,000,000 22 9.0 90.0 Barclays Bank Plc, Barclays Capital Inc., Bnp Paribas, Deutsche Bank, Deutsche Bank Securities Inc., J.P. Morgan Chase Bank, N.A., JP Morgan, J.P. Morgan Securities Limited, JP Morgan, Merrill, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, The Bank Of New York Mellon, Ubs Ag

Historical Performance

Up 6.8% in 2009 as of 4/1http://dealbreaker.com/2009/04/unfounded-rumor-of-the-morning-9.php

Key People

NameTitlePositionOwnership
Eric AlbertChief Compliance Officer Of Registrant, Blue Mountain (London) And Bluevirgo Owner or OfficerNone
David AlpertNone Indirect Owner50-75%
Joanna AlpertNone Indirect Owner50-75%
Joanna AlpertCo-Chief Executive Officer Of Bluevirgo Capital Management, Llc Owner or OfficerNone
Nicole AndersonCo-Chief Executive Officer Of Bluevirgo Capital Management, Llc Owner or OfficerNone
Louisa ChurchChief Executive Officer Of Blue Mountain Capital Partners (London) Llp Owner or OfficerNone
Andrew FeldsteinChief Executive Officer; Co-Chief Investment Officer Owner or Officer5 to 10%
Paul FriedmanPartner; General Counsel; Chief Administrative Officer & Secretary Of Registrant And Blue Mountain Capital Partners (London) Llp Owner or OfficerNone
Michael LibermanPartner; Chief Operating Officer Owner or OfficerNone
William ReevesMember Owner or Officer10 to 25%
Dava RitcheaChief Financial Officer Owner or OfficerNone
Stephen SiderowPartner; President Owner or OfficerNone
Derek SmithPartner; Co-Chief Investment Officer Owner or Officer5 to 10%

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