| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Kelvin Control | Chief Compliance Officer | Under 5% | 2024 |
| Thomas L Balis Control | Principal & Chief Investment Officer | Over 75% | 2021 |
Balis Enterprises LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
Balis Enterprises LLC reports 5 employees.
Balis Enterprises LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 484-631-3684 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.85B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.85B |