Ballast Equity Partners Management Company, LLC
Firm details
- Headquarters
- Providence, Rhode Island
- CRD number
- 330189
- Registered since
- June 2, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Ballast Equity Partners Management Company, LLC is a limited liability company that operates as a private equity fund manager and sponsor. The firm registered with the SEC in 2026 and positions itself to serve institutional investors through pooled investment vehicles. Its advisory focus is portfolio management for pooled investment vehicles, and it acts in roles consistent with a sponsor, general partner, and managing member of those vehicles. Compensation combines a percentage-of-assets fee with performance-based fees. The firm does not describe itself as an active ESG investor and is not flagged as a multi-state or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Jonathan Popielarski
Managing PartnerCRD 5696101

David Martirano
Managing PartnerCRD 2179240
Kathleen Keegan
Senior AssociateCRD 8244887
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Providence, RI
Providence
Location
Providence, RI
Headquartered in Providence, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Providence
- Address
- 225 Dyer St
- Time zone
- ET (UTC-5)
- Office locations
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