Ballast Equity Partners Management Company, LLC

RIASEC & State Registered
Total AUM
$112M
Discretionary
$112M
100% of AUM
Avg account
$37.3M
Accounts
3
Employees
5
Advisory reps
3

Firm details

Headquarters
New York, New York
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 an LLC that operates as an adviser and sponsor for pooled private equity vehicles. The firm is registered with the SEC (registered in 2026) and focuses its advisory work on running private equity funds and acting as a general partner/managing member of those vehicles. Its client base is institutional, and its compensation model combines asset-based fees with performance fees tied to fund results. Ballast does not identify as an active ESG investor and is not structured as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • David Martirano

    David Martirano

    Managing PartnerCRD 2179240

  • Jonathan Popielarski

    Jonathan Popielarski

    Managing PartnerCRD 5696101

  • Kathleen Keegan

    Senior AssociateCRD 8244887

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
151 W 26th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth