Adviser Profile

As of Date 05/14/2026
Registration SEC, Approved, 06/02/2026
Other registrations (6)
Former registrations

BALLAST EQUITY PARTNERS MANAGEMENT COMPANY, LLC

ADV Location PROVIDENCE, RI, United States
Contact Info 401 xxxxxxx
Websites
AUM* 111,922,530
of that, discretionary 111,922,530
Number of Employees 5
of those in investment advisory functions 4
Private Fund GAV* 212,422,530
Avg Account Size 37,307,510
SMA’s No
Private Funds 4

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

112M 96M 80M 64M 48M 32M 16M
2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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