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Building 2BALTER CAPITAL MANAGEMENT LLC

Map pinBOSTON, MA
Phone617-742-4226
NotebookSEC #801-67874
Total AUM
$694.9M
Employees
12
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 HIGH STREET
OLIVER STREET TOWER, SUITE 802
BOSTON
MA 02110
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
617-742-4226

ReceiptFinancials

Total AUM
$694.9M
Accounts
22
Discretionary
$379.2M
Accounts
7
Non-Discretionary
$315.6M
Accounts
15

ContactClients

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HNW Individual Clients
14
AUM
$156M
Investment Company Clients
3
AUM
$375.1M
Charitable Organization Clients
2
AUM
$15.5M
Corporation or Business Clients
3
AUM
$148.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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