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BALLINA CAPITAL, LLC
CRD 289598 · SEC 801-130354
CA, United States
Phone
424-835-2744
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$486.3M
Discretionary AUM
$486.3M
Team
6 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $11.3M |
| State/municipal entities | 5 | $464.5M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD