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| Happy Holidays!! thanks for using AUM13F!! |
| Balanced Rock Investment Advisors LLC
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|---|---|
| CRD # | 157424 |
| SEC # | 801-128479 |
| CIK # | 0002011851 |
| AUM | $156.1 M (2025-03-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 617-971-8323 |
| Address | 4238 Washington Street Roslindale, MA 02131 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002011851 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 52.8 |
| (b) Individuals (high net worth individuals) | 65 | 103.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 714 | 156.1 |
| By Discretionary | ||
| Discretionary | 714 | 156.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 714 | 156.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.1 | |
| Total | 714 | 156.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011851] |
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