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BALMORAL MANAGEMENT II L.P.

CRD 164956 · SEC 801-77680

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11150 SANTA MONICA BOULEVARD, SUITE 825, LOS ANGELES, CA, 90025-3988, United States

Phone

310-473-3065

Fax

310-479-1740

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$974.4M

Discretionary AUM

$974.4M

Team

16 total employees; 13 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees; MONITORING AND BUSINESS CONSULTING FEES

Org form

Limited Partnership

Filing date

2026-04-30

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles3$974.4M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD