Boardman Bay Capital Management

Venture Capital

Boardman Bay Capital Management (BBCM) is a technology-focused investment manager specializing in public and private technology companies. Founded in July 2012 and based in New York, the firm runs a long/short Digital Transformation Fund, a concentrated long-only Optical Opportunities Fund focused on AI and datacenter infrastructure, and a Private Opportunities Fund investing in hard technology startups at growth inflection points. Focus areas include generative AI, co-packaged optics, semiconductors, silicon photonics, robotics, defense technology, and autonomy.

New York, United States · 3+ investments

Growth
Late Stage
Artificial Intelligence
Deep Tech
defense_tech
semiconductors
telecommunications
Headquarters
New York, United States
Founded
2012
AUM
$60.0M
Total Investments
3
Last Investment
May 2026
Geographic Focus
Global, United States

Investment Thesis

Invest in hard technology companies at critical growth inflection points — semiconductors, silicon photonics, AI infrastructure, optical systems, advanced hardware, autonomy, robotics, and defense tech — blending deep technical expertise from Wall Street and technology startups to capitalize on structural industry change.

Boardman Bay Capital Management is a Venture Capital firm based in New York, United States. It has made 3 investments in Artificial Intelligence and Deep Tech.

Investment History

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