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BALLYROCK INVESTMENT ADVISORS LLC
CRD 115324File 801-60583
APPROVED
Disclosure events
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$10.99B
Top 10% of cohort (national)
Discretionary AUM
$10.99B
Clients
24
24 accounts
Employees
5
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 20, 2001
- Principal office
- 245 SUMMER STREET, BOSTON, MA, 02210
- Phone
- 617-563-7000
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.99B
- Discretionary AUM
- $10.99B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 24
- Non-discretionary accounts
- 0
- Total accounts
- 24
- AUM per client
- $458.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 24 | $10.99B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CLO WAREHOUSE RETURNS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.