Blue Door Asset Management, LLC

Blue Door Asset Management, LLC provides discretionary investment advice primarily to private funds — including a long‑short master/feeder structure (Blue Door Flex) and a long‑only vehicle (Blue Door Core LP) — and may manage separately managed accounts while also offering macro‑level investment consulting to other entities. Its investors are qualified purchasers and typically include family offices, pension plans, endowments, other institutional investors and certain accredited/high‑net‑worth individuals.

The firm combines a bottom‑up, fundamental security‑selection process with a macro overlay, running a long‑biased long/short strategy for the Flex funds and a predominantly long‑only equity strategy for the Core fund, with flexibility to use options, ETFs, futures and selective short positions for hedging or idiosyncratic short ideas. Blue Door emphasizes longer‑duration investment theses tied to intrinsic value and documents valuation and risk‑management procedures to address portfolio and valuation conflicts.

Noteworthy operational features include acting as a private fund adviser and serving through an affiliated general partner (Blue Door GP), receiving performance‑based allocations and managing pooled investment vehicles, which give rise to custody considerations and side‑by‑side allocation policies. The firm also provides non‑implementing investment consulting to other entities, employs outsourced trading desks and soft‑dollar arrangements, and maintains investor‑specific arrangements (such as founders’ capital withdrawal rights) that can affect fund liquidity.