BALLESTAS ADVISORS

Overview

Ballestas Advisors is a small, owner-operated investment adviser organized as an LLC that provides discretionary portfolio management primarily to high-net-worth individuals, families and a limited number of institutional clients. The firm charges fees as a percentage of assets under management and focuses its advisory work on managing portfolios for individuals and small businesses rather than providing broad pension consulting or multi-state advisory services. Ballestas Advisors does not position itself as an active ESG investor and reports affiliations with another investment adviser and an insurance company. Investment activity shows a clear tilt toward pooled public vehicles: the largest share of reported assets sits in public funds and mutual funds, which form the core of client portfolios. Portfolios are managed on a discretionary basis, giving the firm the flexibility to implement fund- and manager-driven strategies across client accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices