Boundary Creek Advisors Lp
- Regulatory AUM
- $49.8M
- Discretionary
- $49.8M
- Clients
- 6
- Avg AUM / client
- $8.3M
- Accounts
- 6
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $49.8M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Boundary Creek Master Fund Lp master | Hedge Fund | Cayman Islands | $3.7B | 82 |
| Boundary Creek Dislocation Master Fund Lp master | Hedge Fund | Cayman Islands | $102M | 20 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cohen, Ian, Seth | Chief Financial Officer, Limited Partner | Jan 2019 (8y) | 5% – 10% | |
| Cooper, Vincent | Limited Partner | Jan 2019 (8y) | ≈ 6.25% – 25% via Bc Uk Investments Lp | |
| Greatrex, Peter, Douglas | Managing Member | Jan 2019 (8y) | ≈ 0% – 5% via Boundary Creek Partners Llc | |
| Loizou, Areti | Limited Partner | Jan 2019 (8y) | ≈ 6.25% – 25% via Bc Uk Investments Lp | |
| Shih, Justin | Chief Operating Officer, Limited Partner | Jan 2020 (7y) | 5% – 10% | |
| O'mara, David, Morris | Chief Compliance Officer & General Counsel, Limited Partner | Apr 2020 (6y) | Less than 5% | |
| Greatrex, Caitlin | Trustee | Dec 2020 (6y) | GP / trustee / elected manager of The 2019 Greatrex Gst Trust (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bc Uk Investments Lp | Limited Partner | Jan 2019 | A | 25% – 50% |
| Boundary Creek Partners Llc | General Partner | Jan 2019 | A | Less than 5% |
| The 2019 Greatrex Gst Trust | Member | Dec 2020 | B | ≈ 0% – 2.5% via Boundary Creek Partners Llc |
| Boundary Creek Partners Llc | General Partner | Jun 2019 | B | GP / trustee / elected manager of Bc Uk Investments Lp (indirect) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cooper, Vincent: 25% – 50% of Bc Uk Investments Lp × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Greatrex, Peter, Douglas: 75% – 100% of Boundary Creek Partners Llc × 0% – 5% direct ≈ 0% – 5% of the firm
- Loizou, Areti: 25% – 50% of Bc Uk Investments Lp × 25% – 50% direct ≈ 6.25% – 25% of the firm
- The 2019 Greatrex Gst Trust: 25% – 50% of Boundary Creek Partners Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $3.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Boundary Creek Master Fund Lp | Hedge Fund | $3.7B | $5.0M | 82 |
| Boundary Creek Dislocation Master Fund Lp | Hedge Fund | $102M | $5.0M | 20 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.53 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- State Street $14.6M (1% of AUM) Mar 2021
- Goldman Sachs $8.0M (3% of AUM) Jan 2026
- J.P. Morgan $3.3M (1% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗