BALMORAL MANAGEMENT II L.P.
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 164956
- Registered since
- April 2, 2013
- Website
- www.balmoralfunds.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Balmoral Management II L.P. is a privately organized limited partnership that operates as a private equity fund adviser to institutional clients. The firm is SEC-registered (since 2013) and is owned by a mix of domestic entities and individuals. Its advisory activity centers on portfolio management for pooled investment vehicles and it also serves as a sponsor and general partner/managing member for pooled funds. Fee arrangements include percentage-of-AUM charges alongside performance-based fees and other fee components. Balmoral does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Luke Mau
Chief Financial OfficerCRD 6926132
Contacts
3 of 4RAFAEL ASTRUC
Limited PartnerCRD 4376684
JONATHAN VICTOR
Managing PartnerCRD 6111052
ROBIN NOURMAND
Managing DirectorCRD 6111060
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 11150 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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