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BALLAST EQUITY PARTNERS MANAGEMENT COMPANY, LLC
CRD 330189 · SEC 801-136323
225 DYER STREET, FLOOR 2, PROVIDENCE, RI, 02903, United States
Phone
401-484-0675
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$111.9M
Discretionary AUM
$111.9M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $111.9M |
States served
RI
All web addresses on file
Official SEC filing: View on IAPD