Ballestas Advisors

Overview

Ballestas Advisors is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm provides discretionary portfolio management primarily for individuals, families and small-business clients, and it charges fees based on a percentage of assets under management. Ballestas does not position itself as a multi-state or pension consultant, does not claim active ESG investing, and is not set up as a capital allocator. Industry affiliations listed in filings include relationships with another investment adviser and an insurance company, which suggests some coordination with external product or distribution partners rather than operating as a multi-product in-house allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives