Ballyrock Investment Advisors LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 115324
- Registered since
- September 20, 2001
- Website
- www.fitchratings.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Ballyrock Investment Advisors LLC is an SEC-registered LLC (registered in 2001) that manages pooled investment vehicles on behalf of institutional clients. The firm is organized as a securitized asset fund manager rather than a broad capital allocator, and its advisory work is focused on portfolio management for pooled funds. Fee arrangements include percentage-of-AUM and performance-based components. Ballyrock is not identified as an active ESG investor and is structured as a single-state adviser; ownership is listed as a combination of a domestic entity and an individual. The firm also reports a range of industry relationships, including affiliations with broker-dealers, other investment advisers, commodity pool operators or CTAs, banking or thrift institutions, trust companies, insurance companies, pension consultants, and sponsors or general partners of pooled vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Christopher Quinlan
Chief Operating OfficerCRD 2443036

Stephanie Brown
Chief Compliance OfficerCRD 7690144
Contacts
3 of 8
Mark Mollenhauer
Vice PresidentCRD 2395658

Harley Lank
Corporate Finance AnalystCRD 4451403
Lionel Harris
Vice PresidentCRD 7359664
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, 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
- Suffolk
- Address
- 245 Summer St
- Time zone
- ET (UTC-5)
- Office locations
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