DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| LEXINGTON, | $752M | 8 | 2014 | |||||
| WOODBURY, | $674M | 6 | 2017 | |||||
| WEST CHESTER, | $343M | 6 | 2019 | |||||
BALLAST CAPITAL ADVISORS, LLC Registered adviser · RIA / Wealth · matched BALLAST CAPITAL ADVISORS LLC · 801-120829 | WEST DES MOINES, | $329M | 3 | 2021 | ||||
BALLAST ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched BALLAST ASSET MANAGEMENT, LP · 801-119749 | DALLAS, | $221M | 1 | 2020 | ||||
BALLAST EQUITY PARTNERS MANAGEMENT COMPANY, LLC Registered adviser · RIA / Wealth · 801-136323 Also on Private Equity | PROVIDENCE, | $112M | 3 | 2026 | ||||
BALLAST CAPITAL MANAGEMENT (BCM) Registered adviser · RIA / Wealth · matched BALLAST CAPITAL MANAGEMENT LLC · 801-73646 | NEW YORK, | $50.3M | 2012 | |||||
Ballast Point Ventures Firm · Venture · matched Ballast Point Ventures, LP · Exempt reporting adviser | Tampa, | $500M | 1 | 8 | 5 | 2023 | ||
| $40.0M | 2026 | |||||||
BALLAST ROCK PRIVATE WEALTH Registered adviser · RIA / Wealth · matched BALLAST ROCK PRIVATE WEALTH LLC · 801-129645 Also on Private Equity | CHARLESTON, | $406M | 9 | 2022 | ||||
| Pittsburgh, | 110 | |||||||
TESSARA WEALTH Registered adviser · RIA / Wealth · matched BALLAST POINT FINANCIAL PLANNING, LLC · 801-132445 | BURLINGAME, | $162M | 3 | 2025 | ||||
| Tampa, | $190M | 4 | 2021 | |||||
| Tampa, | $161M | 2014 | ||||||
| $208M | 90 | 2015 | ||||||
| $103M | 130 | 2021 | ||||||
| $25.0M | 69 | 2012 | ||||||
| $93.0M | 87 | 2012 | ||||||
| $21.8M | 2026 | |||||||
| $1.3M | 45 | 2012 | ||||||
| 2013 | ||||||||
| $2.3M | 64 | 2012 | ||||||
| $4.6M | 45 | 2015 | ||||||
BALLAST EQUITY PARTNERS FUND I, L.P. Fund · RIA / Wealth · BALLAST EQUITY PARTNERS MANAGEMENT COMPANY, LLC Also on Private Equity | $60.0M | 5 | 2024 | |||||
BALLAST EQUITY PARTNERS FUND I-A, L.P. Fund · RIA / Wealth · BALLAST EQUITY PARTNERS MANAGEMENT COMPANY, LLC Also on Private Equity | $10.0M | 2 | 2024 | |||||
INVESTCORP BALLAST LONG/SHORT U.S. OPPORTUNITY MASTER FUND LIMITED Fund · RIA / Wealth · INVESTCORP INVESTMENT ADVISERS LIMITED | $51.3M | 3 | 2012 | |||||
| 2026 | ||||||||
BALLAST EQUITY PARTNERS NETWORK FUND I, L.P. Fund · RIA / Wealth · BALLAST EQUITY PARTNERS MANAGEMENT COMPANY, LLC Also on Private Equity | $3.5M | 5 | 2024 | |||||
| 2015 | ||||||||
| 2015 | ||||||||
| 2015 | ||||||||
| · candidate | 1 | 1 | ||||||
JERRI LYNN MURRAY Person · RIA / Wealth · matched JERRI LYNN BALLAST · STIFEL, NICOLAUS & COMPANY, INCORPORATED | 2000 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.