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 organized as an LLC and operates as a private equity fund manager that advises pooled investment vehicles for institutional clients. The adviser became SEC-registered in 2026 and describes its business activity primarily as portfolio management for pooled vehicles. Ballast serves as an investment sponsor and general partner/managing member of its funds, rather than acting as an independent capital allocator. Compensation combines a percentage-of-assets fee with performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multistate 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
Similar firms
Plum Pointe Wealth Management
RIAProvidence, RI
Sheeley & Partners Wealth Management, LLC
RIAProvidence, RI
Charles J. Means & Co, LLC
RIAProvidence, RI
Have Ria, Inc.
RIAProvidence, RI
Eliot Rose Wealth Management, LLC
RIAProvidence, RI
Van Liew Capital Inc
RIAProvidence, RI