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 a limited liability company that operates as a private equity fund manager and sponsor. The firm registered with the SEC in 2026 and positions itself to serve institutional investors through pooled investment vehicles. Its advisory focus is portfolio management for pooled investment vehicles, and it acts in roles consistent with a sponsor, general partner, and managing member of those vehicles. Compensation combines a percentage-of-assets fee with performance-based fees. The firm does not describe itself as an active ESG investor and is not flagged as a multi-state or related adviser.

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
  • Jonathan Popielarski

    Jonathan Popielarski

    Managing PartnerCRD 5696101

  • David Martirano

    David Martirano

    Managing PartnerCRD 2179240

  • Kathleen Keegan

    Senior AssociateCRD 8244887

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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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