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Balmoral Management II L.P.

● SEC registered since 2013CRD 164956SEC# 801-77680Los Angeles, CA
Export (members)
Ranks #3,030 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$974.4M
Fund GAV
$974.4M
Private funds
5
Employees
16
Accounts
3
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 $974.4 million in regulatory assets under management and employs 16 people. Balmoral Management II L.P. manages 5 private funds with combined gross assets of $974.4 million, including Balmoral Special Situations Fund IV L.P. By regulatory assets, it ranks 3,030 of 6,004 private fund managers.

Balmoral Management II L.P. private funds

5 funds · $974.4M GAV
FundTypeGross assetsMin.
Balmoral Special Situations Fund IV L.P.Private Equity$559.5M$500K
Balmoral Pallet Partners II L.P.Private Equity$285.9M$500K
Balmoral Special Situations Fund III L.P.Private Equity$129M$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
Jonathan Album Victor ControlLimited Partner & Senior Managing Director25-50%2012
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Frequently asked questions

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

Balmoral Management II L.P. reports $974.4 million 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 5 private funds with combined gross assets of $974.4 million.

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

Balmoral Management II L.P. reports 16 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

Regulatory AUM

$974.4M▼ 29%
Mar '25 — $1.38BApr '25 — $1.38BMay '25 — $1.38BJun '25 — $1.38BJul '25 — $1.38BAug '25 — $1.38BSep '25 — $1.38BOct '25 — $1.38BNov '25 — $1.38BDec '25 — $1.38BJan '26 — $1.38BFeb '26 — $1.38BMar '26 — $979MApr '26 — $974.4MMay '26 — $974.4MJun '26 — $974.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
AUM vs fund managersTop 50%
Larger than 50% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 29%
More than 71% of 16,825 advisers

Assets under management

$974.4Mregulatory AUM
Discretionary $974.4M

Service providers