|
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|
| Keyboard |
| Ballina Capital LLC
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|
|---|---|
| CRD # | 289598 |
| SEC # | 801-130354 |
| CIK # | |
| AUM | 486.3 M (2026-06-08) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 424-835-2744 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 11.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 5 | 464.5 |
| (j) Other investment advisers | 0 | 0.4 |
| (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 | 9.9 |
| Total | 13 | 486.3 |
| By Discretionary | ||
| Discretionary | 13 | 486.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 486.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 486.3 | |
| Total | 13 | 486.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Objectivity Squared LLC
✚
|
SC | 487.8 M |
|
44 Wealth Management LLC
✚
|
OR | 487.4 M |
|
Brown Lisle/Cummings Inc
✚
|
RI | 487.3 M |
|
Argent Wealth LLC
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|
MS | 487.3 M |
|
Three Magnolias Financial Advisors LLC
✚
|
NC | 487.1 M |
|
Bell & Brown Wealth Advisors LLC
✚
|
CA | 486.8 M |
|
The Pines Wealth Management LLC
✚
|
NC | 485.9 M |
|
NWK Group Inc
✚
|
CA | 485.3 M |
|
Vantage Point Financial LLC
✚
|
IL | 484.6 M |
|
Graney & King LLC
✚
|
NY | 484.4 M |