Ballyrock Investment Advisors LLC

RIASEC Registered
Total AUM
$11B
Discretionary
$11B
100% of AUM
Avg account
$458M
Accounts
24
Employees
5
Advisory reps
10

Firm details

Headquarters
Boston, Massachusetts
CRD number
115324
Registered since
September 20, 2001
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth