Adviser Profile
| As of Date | 05/31/2024 |
| Registration status | Registration Changed to BALLINA CAPITAL, LLC |
| Contact Info | 424 xxxxxxx |
| Websites |
| AUM* | 111,876,816 679% |
| of that, discretionary | 111,876,816 679% |
| Number of Employees | 3 200% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 11,187,682 601% |
| % High Net Worth | 16.67% -67% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- State or municipal government entities
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds