RIA Intel›Advisers›Massachusetts›BALLYROCK INVESTMENT ADVISORS LLC

BALLYROCK INVESTMENT ADVISORS LLC

Advisory

N·BOSTON, MA

Data as of Jul 30, 2026 · Source: SEC Form ADV

Total AUM
$11.0B
1-Year AUM Growth
+30.9%
3-Year CAGR
+39.4%
Employees
3
Assets Under Management
Total AUM$11.0B
Discretionary AUM$11.0B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients20
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record85
First FilingSep 12, 2001
Latest FilingJul 30, 2026
🔒 Full AUM trend chart and 85 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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