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Ballyrock Investment Advisors LLC

● SEC registered since 2001CRD 115324SEC# 801-60583Boston, MA
Export (members)
Ranks #733 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$8.42B
Fund GAV
$8.42B
Private funds
20
Employees
5
Accounts
20
Location
Boston, MA

Ballyrock Investment Advisors LLC assets under management

Ballyrock Investment Advisors LLC is an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2001. It reports $8.4 billion in regulatory assets under management and employs 5 people. Ballyrock Investment Advisors LLC manages 20 private funds with combined gross assets of $8.4 billion, including Ballyrock CLO 26 Ltd. By regulatory assets, it ranks 733 of 5,911 private fund managers.

Ballyrock Investment Advisors LLC private funds

20 funds · $8.42B GAV
FundTypeGross assetsMin.
Ballyrock CLO 26 Ltd.Securitized Asset$547.3M$250K
Ballyrock CLO 18 Ltd.Securitized Asset$534.8M$250K
Ballyrock CLO 27 Ltd.Securitized Asset$499.1M$250K
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Ballyrock Investment Advisors LLC owners & executives

15 reported
NameTitleOwnershipSince
Bart Alexander Grenier ControlHead Of Asset ManagementUnder 5%2020
Chandler Roch PerineVice PresidentUnder 5%2022
Christopher John Rimmer ControlHead Of Asset Management Finance, TreasurerUnder 5%2018
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Frequently asked questions

How much does Ballyrock Investment Advisors LLC manage?

Ballyrock Investment Advisors LLC reports $8.4 billion in regulatory assets under management on its Form ADV.

How many private funds does Ballyrock Investment Advisors LLC manage?

Ballyrock Investment Advisors LLC manages 20 private funds with combined gross assets of $8.4 billion.

How many employees does Ballyrock Investment Advisors LLC have?

Ballyrock Investment Advisors LLC reports 5 employees.

Where is Ballyrock Investment Advisors LLC located?

Ballyrock Investment Advisors LLC is based in Boston, MA and has been SEC-registered since 2001.

Does Ballyrock Investment Advisors LLC disclose fund performance?

Ballyrock Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address245 Summer Street, Boston, MA 02210
Phone617-563-7000
Office hours9:00 a.m. - 5:00 p.m. Est
SEC regionBoston Regional Office (BRO)
Umbrella registrationYes
Discloses disciplinary historyYes

Assets under management

Discretionary$8.42B
Non-discretionary$0
Total (RAUM)$8.42B

Service providers