Ballast Asset Management, LP
● SEC registered since 2020CRD 311116SEC# 801-119749Dallas, TX
Reg. AUM
$220.7M
Employees
5
Accounts
2
Location
Dallas, TX
Ballast Asset Management, LP assets under management
Ballast Asset Management, LP is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2020. It reports $220.7 million in regulatory assets under management and employs 5 people.
Ballast Asset Management, LP owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Inverdale Capital Management, LLC Control | General Partner | Under 5% | 2020 |
| Jai Krishna Singhania Control | Co-Portfolio Manager | 10-25% | 2023 |
| Ragen R Stienke Control | Managing Partner | Over 75% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Ballast Asset Management, LP manage?
Ballast Asset Management, LP reports $220.7 million in regulatory assets under management on its Form ADV.
How many employees does Ballast Asset Management, LP have?
Ballast Asset Management, LP reports 5 employees.
Where is Ballast Asset Management, LP located?
Ballast Asset Management, LP is based in Dallas, TX and has been SEC-registered since 2020.
Does Ballast Asset Management, LP disclose fund performance?
Ballast Asset Management, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3879 Maple Avenue, Suite 300, Dallas, TX 75219 |
| Phone | 469-502-3652 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$220.7M▲ 31%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$220.7Mregulatory AUM
Discretionary $220.7M