BALMORAL MANAGEMENT II L.P.

RIASEC RegisteredEst. 2013
Total AUM
$974M
Discretionary
$974M
100% of AUM
Avg account
$325M
Accounts
3
Employees
16
Advisory reps
5

Firm details

Headquarters
Los Angeles, California
CRD number
164956
Registered since
April 2, 2013
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

Balmoral Management II L.P. is a privately organized limited partnership that operates as a private equity fund adviser to institutional clients. The firm is SEC-registered (since 2013) and is owned by a mix of domestic entities and individuals. Its advisory activity centers on portfolio management for pooled investment vehicles and it also serves as a sponsor and general partner/managing member for pooled funds. Fee arrangements include percentage-of-AUM charges alongside performance-based fees and other fee components. Balmoral does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Luke Mau

    Chief Financial OfficerCRD 6926132

Contacts

3 of 4
  • RAFAEL ASTRUC

    Limited PartnerCRD 4376684

  • JONATHAN VICTOR

    Managing PartnerCRD 6111052

  • ROBIN NOURMAND

    Managing DirectorCRD 6111060

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
11150 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth