BALLAST EQUITY PARTNERS MANAGEMENT COMPANY, LLC

RIASEC RegisteredEst. 2026
Total AUM
$112M
Discretionary
$112M
100% of AUM
Avg account
$37.3M
Accounts
3
Employees
5
Advisory reps
3

Firm details

Headquarters
PROVIDENCE, Rhode Island
CRD number
330189
Registered since
June 2, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ballast Equity Partners Management Company, LLC is organized as an LLC and operates as a private equity fund manager that advises pooled investment vehicles for institutional clients. The adviser became SEC-registered in 2026 and describes its business activity primarily as portfolio management for pooled vehicles. Ballast serves as an investment sponsor and general partner/managing member of its funds, rather than acting as an independent capital allocator. Compensation combines a percentage-of-assets fee with performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • JONATHAN POPIELARSKI

    Managing PartnerCRD 5696101

  • DAVID MARTIRANO

    Managing PartnerCRD 2179240

  • KATHLEEN KEEGAN

    CRD 8244887

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PROVIDENCE, RI

PROVIDENCE

Location

PROVIDENCE, RI

Headquartered in PROVIDENCE, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
PROVIDENCE
Address
225 Dyer St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth