BALLYROCK INVESTMENT ADVISORS LLC
CRD #115324 SEC #801-60583 BOSTON, MA 617-563-7000
SEC Registered Private Funds
Total AUM
$8.4B
Discretionary
$8.4B
Employees
5
Clients
--
Accounts
20
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $8.4B | $8.4B | $0 | 5 | 0 |
| Apr 2025 | $8.4B | $8.4B | $0 | 0 | 0 |
| Mar 2025 | $8.4B | $8.4B | $0 | 0 | 0 |
| Feb 2025 | $6.5B | $6.5B | $0 | 0 | 0 |
| Jan 2025 | $6.5B | $6.5B | $0 | 0 | 0 |
| Mar 2024 | $6.5B | $6.5B | $0 | 0 | 0 |
| Feb 2024 | $5B | $5B | $0 | 0 | 0 |
| Aug 2023 | $5B | $5B | $0 | 0 | 0 |
| Jun 2023 | $5B | $5B | $0 | 0 | 0 |
| Jun 2023 | $5B | $5B | $0 | 0 | 0 |
| Mar 2023 | $5B | $5B | $0 | 0 | 0 |
| Feb 2023 | $3.9B | $3.9B | $0 | 0 | 0 |
| Jan 2023 | $3.9B | $3.9B | $0 | 0 | 0 |
| Nov 2022 | $3.9B | $3.9B | $0 | 0 | 0 |
| Mar 2022 | $3.9B | $3.9B | $0 | 0 | 0 |
| Feb 2022 | $2.4B | $2.4B | $0 | 0 | 0 |
| Mar 2021 | $2.4B | $2.4B | $0 | 0 | 0 |
| Jan 2021 | $1.5B | $1.5B | $0 | 0 | 0 |
| Nov 2020 | $1.5B | $1.5B | $0 | 0 | 0 |
| Jun 2020 | $1.5B | $1.5B | $0 | 0 | 0 |
| Mar 2020 | $1.5B | $1.5B | $0 | 0 | 0 |
| Feb 2020 | $821.5M | $821.5M | $0 | 0 | 0 |
| Jan 2020 | $821.5M | $821.5M | $0 | 0 | 0 |
| Dec 2019 | $821.5M | $821.5M | $0 | 0 | 0 |
| Sep 2019 | $821.5M | $821.5M | $0 | 0 | 0 |
| Jul 2019 | $821.5M | $821.5M | $0 | 0 | 0 |
| Mar 2019 | $821.5M | $821.5M | $0 | 0 | 0 |
| Jan 2019 | $1B | $1B | $0 | 0 | 0 |
| Oct 2018 | $1B | $1B | $0 | 0 | 0 |
| Aug 2018 | $1B | $1B | $0 | 0 | 0 |
| Jun 2018 | $1B | $1B | $0 | 0 | 0 |
| May 2018 | $1B | $1B | $0 | 0 | 0 |
| Apr 2018 | $1B | $1B | $0 | 0 | 0 |
| Mar 2018 | $1B | $1B | $0 | 0 | 0 |
| Feb 2018 | $1.2B | $1.2B | $0 | 0 | 0 |
| Sep 2017 | $1.2B | $1.2B | $0 | 0 | 1 |
| Aug 2017 | $1.2B | $1.2B | $0 | 0 | 1 |
| Mar 2017 | $1.2B | $1.2B | $0 | 0 | 1 |
| Dec 2016 | $735.7M | $735.7M | $0 | 0 | 1 |
| Nov 2016 | $735.7M | $735.7M | $0 | 0 | 1 |
| Oct 2016 | $735.7M | $735.7M | $0 | 0 | 1 |
| Jun 2016 | $735.7M | $735.7M | $0 | 0 | 1 |
| Mar 2016 | $735.7M | $735.7M | $0 | 0 | 1 |
| Sep 2015 | $804.6M | $804.6M | $0 | 0 | 1 |
| Mar 2015 | $804.6M | $804.6M | $0 | 0 | 1 |
| Nov 2014 | $1.1B | $1.1B | $0 | 0 | 1 |
| Sep 2014 | $1.1B | $1.1B | $0 | 0 | 1 |
| May 2014 | $1.1B | $1.1B | $0 | 0 | 1 |
| Mar 2014 | $1.1B | $1.1B | $0 | 0 | 1 |
| Mar 2013 | $1.6B | $1.6B | $0 | 0 | 1 |
| May 2012 | $1.6B | $1.6B | $0 | 1 | 1 |
| Apr 2012 | $1.6B | $1.6B | $0 | 1 | 1 |
| Mar 2012 | $1.6B | $1.6B | $0 | 1 | 1 |
| Aug 2011 | $1.9B | $1.9B | $0 | 5 | -- |
| Jul 2011 | $1.9B | $1.9B | $0 | 5 | -- |
| Mar 2011 | $1.9B | $1.9B | $0 | 5 | -- |
| Aug 2010 | $1.9B | $1.9B | $0 | 5 | -- |
| Mar 2009 | $1.4B | $1.4B | $0 | 5 | -- |
| Mar 2008 | $2.1B | $2.1B | $0 | 5 | -- |
| Oct 2007 | $2B | $2B | $0 | 5 | -- |
| May 2007 | $2B | $2B | $0 | 5 | -- |
| Mar 2007 | $2B | $2B | $0 | 5 | -- |
| Mar 2007 | $2B | $2B | $0 | 5 | -- |
| Sep 2005 | $783.7M | $783.7M | $0 | 5 | -- |
| Aug 2004 | $784.1M | $784.1M | $0 | 5 | -- |
| Aug 2004 | $784.1M | $784.1M | $0 | 5 | -- |
| Aug 2004 | $784.1M | $784.1M | $0 | 5 | -- |
| May 2004 | $784.1M | $784.1M | $0 | 5 | -- |
| Mar 2004 | $784.1M | $784.1M | $0 | 5 | -- |
| Oct 2003 | $395.7M | $395.7M | $0 | 10 | -- |
| Mar 2002 | $400M | $400M | $0 | 10 | -- |
| Sep 2001 | $0 | $0 | $0 | 10 | -- |
DateJun 2025
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees5
Clients0
DateApr 2025
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees0
Clients0
DateMar 2025
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees0
Clients0
DateFeb 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees0
Clients0
DateJan 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees0
Clients0
DateMar 2024
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees0
Clients0
DateFeb 2024
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees0
Clients0
DateAug 2023
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees0
Clients0
DateJun 2023
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees0
Clients0
DateJun 2023
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees0
Clients0
DateMar 2023
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees0
Clients0
DateFeb 2023
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees0
Clients0
DateJan 2023
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees0
Clients0
DateNov 2022
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees0
Clients0
DateMar 2022
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees0
Clients0
DateFeb 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees0
Clients0
DateMar 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees0
Clients0
DateJan 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees0
Clients0
DateNov 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees0
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees0
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees0
Clients0
DateFeb 2020
Total AUM$821.5M
Discretionary$821.5M
Non-Disc.$0
Employees0
Clients0
DateJan 2020
Total AUM$821.5M
Discretionary$821.5M
Non-Disc.$0
Employees0
Clients0
DateDec 2019
Total AUM$821.5M
Discretionary$821.5M
Non-Disc.$0
Employees0
Clients0
DateSep 2019
Total AUM$821.5M
Discretionary$821.5M
Non-Disc.$0
Employees0
Clients0
DateJul 2019
Total AUM$821.5M
Discretionary$821.5M
Non-Disc.$0
Employees0
Clients0
DateMar 2019
Total AUM$821.5M
Discretionary$821.5M
Non-Disc.$0
Employees0
Clients0
DateJan 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees0
Clients0
DateOct 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees0
Clients0
DateAug 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees0
Clients0
DateJun 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees0
Clients0
DateMay 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees0
Clients0
DateApr 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees0
Clients0
DateMar 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees0
Clients0
DateFeb 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees0
Clients0
DateSep 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees0
Clients1
DateAug 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees0
Clients1
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees0
Clients1
DateDec 2016
Total AUM$735.7M
Discretionary$735.7M
Non-Disc.$0
Employees0
Clients1
DateNov 2016
Total AUM$735.7M
Discretionary$735.7M
Non-Disc.$0
Employees0
Clients1
DateOct 2016
Total AUM$735.7M
Discretionary$735.7M
Non-Disc.$0
Employees0
Clients1
DateJun 2016
Total AUM$735.7M
Discretionary$735.7M
Non-Disc.$0
Employees0
Clients1
DateMar 2016
Total AUM$735.7M
Discretionary$735.7M
Non-Disc.$0
Employees0
Clients1
DateSep 2015
Total AUM$804.6M
Discretionary$804.6M
Non-Disc.$0
Employees0
Clients1
DateMar 2015
Total AUM$804.6M
Discretionary$804.6M
Non-Disc.$0
Employees0
Clients1
DateNov 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees0
Clients1
DateSep 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees0
Clients1
DateMay 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees0
Clients1
DateMar 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees0
Clients1
DateMar 2013
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees0
Clients1
DateMay 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees1
Clients1
DateApr 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees1
Clients1
DateMar 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees1
Clients1
DateAug 2011
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$783.7M
Discretionary$783.7M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$784.1M
Discretionary$784.1M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$784.1M
Discretionary$784.1M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$784.1M
Discretionary$784.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$784.1M
Discretionary$784.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$784.1M
Discretionary$784.1M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees10
Clients--
DateSep 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--