The BALLINA CAPITAL is a privately held investment adviser that advises $476.31mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BALLINA CAPITAL is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 7,918.39% over the last 5-years.
The Group has been registered with the SEC for 2.17 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location Out of Private Residence. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 2 investment and 4 non-investment staff. The total number of Employees increased by 500% over the last 5-years.
Their $476.31mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 5 other accounts. Assets of Government Entities and Pension Plans clients own $464.55mn or 97.53% of Total Assets and Individuals own $11.35mn or 2.38% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Government Entities and Pension Plans and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
BALLINA CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.