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Balmoral Management II L.P.

● SEC registered since 2013CRD 164956SEC# 801-77680Los Angeles, CA
Export (members)
Ranks #2,290 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.38B
Fund GAV
$1.38B
Private funds
4
Employees
15
Accounts
4
Location
Los Angeles, CA

Balmoral Management II L.P. assets under management

Balmoral Management II L.P. is an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 2013. It reports $1.4 billion in regulatory assets under management and employs 15 people. Balmoral Management II L.P. manages 4 private funds with combined gross assets of $1.4 billion, including Balmoral Special Situations Fund IV L.P. By regulatory assets, it ranks 2,290 of 5,911 private fund managers.

Balmoral Management II L.P. private funds

4 funds · $1.38B GAV
FundTypeGross assetsMin.
Balmoral Special Situations Fund IV L.P.Private Equity$567.8M$500K
Balmoral Special Situations Fund III L.P.Private Equity$449.8M$500K
Balmoral Pallet Partners II L.P.Private Equity$346.6M$500K
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Balmoral Management II L.P. owners & executives

8 reported
NameTitleOwnershipSince
Balmoral Funds LLC ControlGeneral PartnerUnder 5%2012
Bm2 Aggregator LLC ControlLimited PartnerOver 75%2021
Luke Daniel Mau ControlChief Compliance Officer & Chief Financial OfficerUnder 5%2018
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Frequently asked questions

How much does Balmoral Management II L.P. manage?

Balmoral Management II L.P. reports $1.4 billion in regulatory assets under management on its Form ADV.

How many private funds does Balmoral Management II L.P. manage?

Balmoral Management II L.P. manages 4 private funds with combined gross assets of $1.4 billion.

How many employees does Balmoral Management II L.P. have?

Balmoral Management II L.P. reports 15 employees.

Where is Balmoral Management II L.P. located?

Balmoral Management II L.P. is based in Los Angeles, CA and has been SEC-registered since 2013.

Does Balmoral Management II L.P. disclose fund performance?

Balmoral Management II L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11150 Santa Monica Boulevard, Suite 825, Los Angeles, CA 90025-3988
Phone310-473-3065
Fax310-479-1740
Office hours9:00 a.m. To 6:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$1.38B
Non-discretionary$0
Total (RAUM)$1.38B

Service providers

Auditor