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Building 2BALBEC CAPITAL MANAGEMENT LP

Map pinSCOTTSDALE, AZ
Phone602-802-8300
NotebookSEC #801-108741
Total AUM
$8B
Employees
150
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7114 E STETSON DRIVE
SUITE 250
SCOTTSDALE
AZ 85251
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
602-802-8300
Other Offices
4

ReceiptFinancials

Total AUM
$8B
Accounts
23
Discretionary
$7.4B
Accounts
22
Non-Discretionary
$612.6M
Accounts
1

ContactClients

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Pooled Vehicle Clients
22
AUM
$7.4B
Insurance Company Clients
1
AUM
$612.6M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ASSET MANAGEMENT FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZ

HandshakeAffiliates

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Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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