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BALLAST EQUITY PARTNERS MANAGEMENT COMPANY, LLC

CRD 330189 · SEC 801-136323

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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

TypeClientsAUM
Pooled investment vehicles3$111.9M

States served

RI

All web addresses on file

Official SEC filing: View on IAPD