Ballyrock Investment Advisors LLC
● SEC registered since 2001CRD 115324SEC# 801-60583Boston, MA
Ranks #811 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$10.99B
Fund GAV
$10.99B
Private funds
24
Employees
5
Accounts
24
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 $11 billion in regulatory assets under management and employs 5 people. Ballyrock Investment Advisors LLC manages 24 private funds with combined gross assets of $11 billion, including Ballyrock CLO 18 Ltd. By regulatory assets, it ranks 811 of 6,004 private fund managers.
Ballyrock Investment Advisors LLC private funds
24 funds · $10.99B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ballyrock CLO 18 Ltd. | Securitized Asset | $546.7M | $250K |
| Ballyrock CLO 26 Ltd. | Securitized Asset | $542.3M | $250K |
| Ballyrock CLO 30 Ltd. | Securitized Asset | $508M | $250K |
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Join to unlock · $37/moBallyrock Investment Advisors LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bart Alexander Grenier Control | Head Of Asset Management | Under 5% | 2020 |
| Chandler Roch Perine | Vice President | Under 5% | 2022 |
| Christopher John Rimmer Control | Head Of Asset Management Finance, Treasurer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Ballyrock Investment Advisors LLC manage?
Ballyrock Investment Advisors LLC reports $11 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 24 private funds with combined gross assets of $11 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
| Address | 245 Summer Street, Boston, MA 02210 |
| Phone | 617-563-7000 |
| Office hours | 9:00 a.m. - 5:00 p.m. Est |
| SEC region | Boston Regional Office (BRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | Yes |
Regulatory AUM
$10.99B▲ 69%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
AUM vs fund managersTop 13%
Larger than 87% of 6,004 private-fund managers
Number of fundsTop 10%
More funds than 90% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$10.99Bregulatory AUM
Discretionary $10.99B
Service providers
Custodian
Administrator