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Bala Capital Group, LLC
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West Conshohocken, Pennsylvania
$44.7 million AUM
1 office

Bala Capital Group, LLC is based in West Conshohocken, Pennsylvania and has $44.7 million in assets under management.

Location
One Tower Bridge, 100 Front Street
Suite 1300
West Conshohocken, PA 19428
Contact
Phone: 610-545-6100
$44.7 million
AUM
25
Employees
AUM Share
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$44,702,442
Assets under management
3 clients
Number of clients
Average investment size is $14,900,814
33% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Pooled investment vehicles 3 $44,702,442 100% $14,900,814
Employees Share
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25
Employees
18
Investment analysts
72% of total employees
AUM per employee Share
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$44,702,442
Assets under management
$1,788,098
AUM per employee
$2,483,469
AUM per investment analyst
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Compensation

Bala Capital Group, LLC makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
Services offered

Bala Capital Group, LLC provides the following services:

  • Portfolio management for pooled investment vehicles
Firm data Share
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CRD number 290,347
SEC number 801-112882
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date April 01, 2020

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Bala Capital Group, LLC
Fund: $44,702,442