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BALEFIRE, LLC
CRD 168733File 801-78506
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.99B
Top 25% of cohort (national)
Discretionary AUM
$1.99B
Clients
1,864
1,871 accounts
Employees
38
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 8, 2014
- Principal office
- 14221 DALLAS PARKWAY, SUITE 100, DALLAS, TX, 75254
- Phone
- 972-361-1001
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.99B
- Discretionary AUM
- $1.99B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,871
- Non-discretionary accounts
- 0
- Total accounts
- 1,871
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $59.0M |
| Insurance companies | Fewer than 5 | $4.7M |
| Charitable organizations | Fewer than 5 | $449K |
| High net worth individuals | 235 | $686.2M |
| Pension and profit sharing plans | 94 | $873.5M |
| State or municipal government entities | Fewer than 5 | $1.3M |
| Individuals (other than high net worth individuals) | 1,522 | $363.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
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- Q11
- Q11C2
- Q11C4
- Q11C5
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.