BALLYROCK INVESTMENT ADVISORS LLC

Overview

Ballyrock Investment Advisors LLC is an institutional-focused adviser that manages pooled vehicles concentrated in securitized credit. The firm operates as the portfolio manager for a suite of pooled investment vehicles and is structured to serve large institutional clients rather than retail households. Its investment activity centers on securitized asset strategies and related credit exposures, and its business model combines percentage-of-assets and performance-based fee arrangements with other fee components for certain mandates. Ballyrock’s posture is that of a specialist manager running securitized asset funds for institutional owners and sponsors. The firm is not positioned as a broad capital allocator to third-party managers; instead it runs its own pooled funds and holds industry affiliations across broker-dealer, banking, trust, insurance and sponsor/GP roles that support securitized-product distribution and operations. Ballyrock is not an active ESG investor and is registered with the SEC (established as an SEC-registered adviser in 2001).

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