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Building 2BALLYROCK INVESTMENT ADVISORS LLC

Map pinBOSTON, MA
Phone617-563-7000
NotebookSEC #801-60583
Total AUM
$11B
Employees
5
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
245 SUMMER STREET
BOSTON
MA 02210
United States
Operating Hours
9:00 AM - 5:00 PM EST
Monday - Friday
Phone
617-563-7000

ReceiptFinancials

Total AUM
$11B
Accounts
24
Discretionary
$11B
Accounts
24
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
24
AUM
$11B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
CLO WAREHOUSE RETURNS

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 68 business affiliates.
Claimed Affiliates
Reported as an affiliate by 20 other businesses.

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