Balmoral Management Ii L.P
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Overview
Balmoral Management Ii L.P operates as a financial advisor company that has its headquarters in Los Angeles, California. It administers $1.3 billion in assets throughout five customer accounts, placing it among the larger firms in the country by assets under management (AUM). The company has a small team, including 9 financial advisors. Balmoral Management Ii L.P is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are exchangable financial investments such as stocks, options and bonds.
Balmoral Management Ii L.P manages all of the firm's accounts in a discretionary manner. Discretionary management means that buy and sell judgments are made by a portfolio manager without needing to seek client permission. The firm oversees an average of $252.2 million for each account. The average financial advisor at Balmoral Management Ii L.P oversees fewer than one client account, making it one of the most individualized firms in the country.
The firm's headquarters is at 11150 Santa Monica Boulevard, Los Angeles, California 90025-3988. The firm is registered to provide services to investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Balmoral Management Ii L.P by the Numbers
$1.3 billion
11
5
$252.2 million
Fee Structure
Financial management fees typically vary depending on which services the firm provides the client. Fee types billed by the company most likely consist of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Balmoral Management Ii L.P provides services to pooled investment vehicles. Out of its five customers, Balmoral Management Ii L.P's biggest client group by number of accounts is pooled investment vehicles. None of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Balmoral Management Ii L.P does not have any disclosures.
Please visit its Form ADV for more details.
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