Investors / United States / Boardman Bay Capital Management
Boardman Bay Capital Management
Investor · New York, NY, United States · North America
Boardman Bay Capital Management is an SEC-registered investment adviser that manages public equity funds and makes private venture investments in technology companies. It runs the Digital Transformation Fund, a long/short public equity strategy launched in 2012, and the long-only Optical Opportunities Fund launched in 2017, alongside private investments made since 2015.
Invests inAI & Machine LearningRobotics & Hardware
In its own wordsgenerative aico-packaged opticsdatacenter infrastructureroboticsdefense technologyautonomy
Your fit with Boardman Bay Capital Management
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See how your round matches what it backs, point by point.
Or find every investor that fitsBoardman Bay Capital Management lists 12 checked portfolio companies on its own site and is named in 3 funding rounds, 1 of them as lead. Its most frequent entry is Growth, 67% of the companies with a known first round. Its largest themes are AI & Machine Learning (40%), Robotics & Hardware (15%) and Cybersecurity (10%). 75% of its companies are based in United States. It invests most often alongside Cisco Investments, A&E Investments and Cleo Capital.
Counts come from funding rounds that name Boardman Bay Capital Management, complete from mid-2025: earlier rounds appear only when they were reported later. Round amounts and full round histories are on Fundup AI.
Round figures show recent activity, not Boardman Bay Capital Management's whole history. Rounds on record name 3 companies; its own site lists 12. Funding rounds are complete from mid-2025, so counts and the yearly trend undercount a firm that invested before then. The portfolio, themes and places come from its own site and are not affected.
Entry stage
share of companies by the stage of its first roundShow as a table
| Value | |
|---|---|
| Pre-seed | 0% |
| Seed | 0% |
| Series A | 0% |
| Series B | 33% |
| Growth | 67% |
Activity by year
rounds it joined, last 10 yearsShow as a table
| Total | Rounds it led | |
|---|---|---|
| '17 | 0 | 0 |
| '18 | 0 | 0 |
| '19 | 0 | 0 |
| '20 | 0 | 0 |
| '21 | 0 | 0 |
| '22 | 0 | 0 |
| '23 | 0 | 0 |
| '24 | 0 | 0 |
| '25 | 2 | 1 |
| '26 | 1 | 0 |
Investor profile
percentile among all firmsShow as a table
| Measure | Percentile of all firms | Value |
|---|---|---|
| Portfolio size | 30th | 12 companies |
| Recent activity | 59th | 1 rounds in 12 months |
| Early stage | 54th | 0% of entries at pre-seed or seed |
| Evidence | 89th | 17% of companies confirmed by a round |
| Sector focus | 74th | 40% in its largest sector |
| Reach | 58th | 3 countries |
Investment themes
share of its checked companiesThis firmAll checked companies
Show as a table
| This firm | All checked companies | |
|---|---|---|
| AI & Machine Learning | 40% | 18% |
| Robotics & Hardware | 15% | 1% |
| Cybersecurity | 10% | 4% |
| Fintech | 10% | 12% |
| Healthcare & Biotech | 10% | 15% |
| Enterprise Software | 5% | 8% |
| Legal & Compliance | 5% | 2% |
| Industrial & Manufacturing | 5% | 7% |
Invests most often with
firms sharing its portfolio companiesShow as a table
| Share | |
|---|---|
| Cisco Investments | 3 |
| A&E Investments | 2 |
| Cleo Capital | 2 |
| Koru Capital | 2 |
| Palo Alto Growth Capital | 2 |
| Samsung Catalyst Fund | 2 |
| 137 Ventures | 1 |
| 1517 Fund | 1 |
Its portfolio companies
where they are based, and what their own sites showSite status
- Site answers12100%
- No longer answers00%
- Points to another company00%
- Parked or sold domain00%
A site that stops answering three checks in a row is counted as no longer answering; that is not proof of closure. A site that points to another company is often an acquisition.
Co-investor network
who it backs companies with, and who they back togetherAll co-investors or Compare portfolios with Cisco Investments
Compare Boardman Bay Capital Management head to head
portfolio size, rounds, entry stages, themes and the companies both backThree or more firms at once: portfolio overlap.
Recent portfolio activity
when companies last raised with Boardman Bay Capital Management| Date | Company | Stage |
|---|---|---|
| 10 Sept 2026 | Series C+ | |
| 30 Oct 2025 | Series C+ Led | |
| 22 Jul 2025 | Series B |
Round details for Boardman Bay Capital Management
Amounts, full round histories and every co-investor in Boardman Bay Capital Management's rounds are on Fundup AI. VCinfo covers investors and their portfolios.
Portfolio
12 companies checked against their own sites| Company | What it does | Themes | First round with it | Evidence |
|---|---|---|---|---|
| Credo provides connectivity at scale through fast, reliable, and energy-efficient system solutions | AI & Machine LearningCybersecurity | Portfolio page | ||
| The company provides drone delivery solutions for logistics, medical, commercial, and government customers. | AI & Machine LearningAI & Machine Learning | Portfolio page | ||
| Grab provides various services including rides, food delivery, financial services, and package delivery | FintechRobotics & Hardware | Portfolio page | ||
| Groq operates a cloud platform for running AI inference, built on its own LPU chips and combined with NVIDIA GPUs. | AI & Machine LearningEnterprise Software | Portfolio page | ||
| Luum provides lash extension services using a combination of technology and human artistry. | Healthcare & Biotech | Portfolio page | ||
| Portfolio page | ||||
| Pax delivers consistent quality and memorable experiences through a genuine passion for the plant. | Healthcare & Biotech | Portfolio page | ||
| Positron develops and sells hardware for artificial intelligence applications, specifically for generative AI model inference. | AI & Machine LearningCybersecurity | Sept 2026Series C+ | Funding round | |
| The company provides personal loans and other online financial solutions, including credit cards and investment opportunities. | FintechLegal & Compliance | Portfolio page | ||
| Syntiant develops and provides physical AI solutions for various applications, including speech, audio, sensor, and vision applications. | AI & Machine LearningRobotics & Hardware | Portfolio page | ||
| xLight builds powerful lasers for semiconductor manufacturing | Industrial & ManufacturingAI & Machine Learning | Jul 2025Series B | Page + round | |
| The company produces and develops micro-electromechanical systems (MEMS) for various applications, including speakers, cooling systems, and acoustic vents. | Robotics & HardwareAI & Machine Learning | Oct 2025Series C+ | Page + round |
About this data
site last read 5 Nov 2026- Site
- boardmanbay.com
- Last read
- 5 Nov 2026
- Watching since
- 6 Nov 2026
- Rounds since
- 22 Jul 2025
- Companies checked
- 12
Rates come from what VCinfo has observed since observation_start. Firms tend to remove companies that closed, so early rates understate reality. A company leaving a portfolio page does not mean it closed or exited. An unreachable site means our checks failed, nothing more.
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