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Building 2BALLINA CAPITAL, LLC

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Phone424-835-2744
NotebookSEC #801-130354
Total AUM
$486.3M
Employees
6
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM PST
Monday - Friday
Phone
424-835-2744

ReceiptFinancials

Total AUM
$486.3M
Accounts
13
Discretionary
$486.3M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$11.3M
Government Entity Clients
5
AUM
$464.5M
Investment Advisor Clients
1
AUM
$418.3K
Other Clients
1
AUM
$9.9M
Description of Other Clients
ENDOWMENT

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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