Ballina Capital, LLC

RIASEC RegisteredEst. 2024

Total AUM

$486M

Discretionary

$486M

100% of AUM

Avg account

$37.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 289598
Registered since: May 29, 2024
Website: www.ballinacapital.us
Custodians: STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON, INTERACTIVE BROKERS LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: State / Municipal Government95.54%
Individuals2.33%
Other2.04%
Other Investment Advisers0.09%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ballina Capital, LLC is a limited liability company that registered with the SEC in 2024 and operates as a fee-based advisory firm charging a percentage of assets under management. The firm provides discretionary portfolio management to both individuals and families as well as to businesses and institutional clients. Its advisory scope, as reported, centers on portfolio management for individuals/small businesses and for businesses or institutions. Ballina does not identify as an active ESG investor and is not reported as a multi-state adviser or a pension consultant.