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Ballina Capital, LLC

● SEC registered since 2024CRD 289598SEC# 801-130354
Export (members)
Reg. AUM
$486.3M
Employees
6
Accounts
13
Location

Ballina Capital, LLC assets under management

Ballina Capital, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $486.3 million in regulatory assets under management and employs 6 people.

Ballina Capital, LLC owners & executives

5 reported
NameTitleOwnershipSince
Kevin Durkin ControlManagerUnder 5%2017
Kevin Durkin, As Trustee of the Kevin and Kristina Durkin 2009 Trust ControlMemberOver 75%2017
Ryan Hiroaki Mayetani ControlChief Compliance Officer/Chief Operating OfficerUnder 5%2024
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Frequently asked questions

How much does Ballina Capital, LLC manage?

Ballina Capital, LLC reports $486.3 million in regulatory assets under management on its Form ADV.

How many employees does Ballina Capital, LLC have?

Ballina Capital, LLC reports 6 employees.

Does Ballina Capital, LLC disclose fund performance?

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

Contact & registration

Phone424-835-2744
Office hours9a.m.-5p.m. Pst
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$486.3M▲ 48%
Feb '25 — $329.4MMar '25 — $329.4MApr '25 — $329.4MMay '25 — $329.4MJun '25 — $329.4MJul '25 — $329.4MAug '25 — $329.4MSep '25 — $329.4MOct '25 — $329.4MNov '25 — $329.4MDec '25 — $329.4MJan '26 — $329.4MFeb '26 — $329.4MMar '26 — $486.3MApr '26 — $486.3MMay '26 — $486.3MJun '26 — $486.3M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$486.3Mregulatory AUM
Discretionary $486.3M