BALEFIRE, LLC
CRD #168733 SEC #801-78506 DALLAS, TX 972-361-1001
SEC Registered Disclosures
Total AUM
$1.2B
Discretionary
$1.2B
Employees
36
Clients
251
Accounts
2,527
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.2B | $1.2B | $0 | 36 | 0 |
| Mar 2025 | $1.2B | $1.2B | $0 | 36 | 0 |
| Mar 2024 | $903.2M | $903.2M | $0 | 36 | 0 |
| Jan 2024 | $663.8M | $663.8M | $0 | 34 | 0 |
| Sep 2023 | $663.8M | $663.8M | $0 | 34 | 0 |
| Mar 2023 | $663.8M | $663.8M | $0 | 31 | 0 |
| Nov 2022 | $624.7M | $622.8M | $1.9M | 33 | 0 |
| Aug 2022 | $681.6M | $679.7M | $1.9M | 34 | 0 |
| Mar 2022 | $681.6M | $679.7M | $1.9M | 37 | 0 |
| Aug 2021 | $2B | $591.9M | $1.4B | 44 | 0 |
| Mar 2021 | $2B | $591.9M | $1.4B | 44 | 0 |
| Mar 2021 | $2B | $591.9M | $1.4B | 44 | 0 |
| Feb 2021 | $1.8B | $667.9M | $1.2B | 40 | 0 |
| Jan 2021 | $1.8B | $667.9M | $1.2B | 40 | 0 |
| Dec 2020 | $1.8B | $667.9M | $1.2B | 40 | 0 |
| Dec 2020 | $1.8B | $667.9M | $1.2B | 40 | 0 |
| Nov 2020 | $1.8B | $667.9M | $1.2B | 41 | 0 |
| Nov 2020 | $1.8B | $667.9M | $1.2B | 41 | 0 |
| Oct 2020 | $1.8B | $667.9M | $1.2B | 41 | 0 |
| Sep 2020 | $1.8B | $667.9M | $1.2B | 50 | 0 |
| Aug 2020 | $1.8B | $667.9M | $1.2B | 50 | 0 |
| Jun 2020 | $1.8B | $667.9M | $1.2B | 50 | 0 |
| Mar 2020 | $1.8B | $667.9M | $1.2B | 50 | 0 |
| Jan 2020 | $1.7B | $701M | $1B | 51 | 0 |
| Dec 2019 | $1.7B | $701M | $1B | 51 | 0 |
| Nov 2019 | $1.7B | $701M | $1B | 51 | 0 |
| Jul 2019 | $1.7B | $701M | $1B | 51 | 0 |
| Jul 2019 | $1.7B | $701M | $1B | 51 | 0 |
| Apr 2019 | $1.7B | $701M | $1B | 51 | 0 |
| Mar 2019 | $1.7B | $701M | $1B | 51 | 0 |
| Dec 2018 | $530.5M | $530.5M | $0 | 17 | 25 |
| Nov 2018 | $530.5M | $530.5M | $0 | 17 | 25 |
| Oct 2018 | $530.5M | $530.5M | $0 | 17 | 25 |
| Aug 2018 | $530.5M | $530.5M | $0 | 17 | 25 |
| Jul 2018 | $530.5M | $530.5M | $0 | 17 | 25 |
| Jul 2018 | $530.5M | $530.5M | $0 | 17 | 25 |
| Jun 2018 | $530.5M | $530.5M | $0 | 17 | 25 |
| May 2018 | $530.5M | $530.5M | $0 | 19 | 25 |
| May 2018 | $530.5M | $530.5M | $0 | 20 | 25 |
| May 2018 | $530.5M | $530.5M | $0 | 19 | 25 |
| Mar 2018 | $530.5M | $530.5M | $0 | 19 | 25 |
| Jan 2018 | $514.1M | $514.1M | $0 | 18 | 0 |
| Jan 2018 | $514.1M | $514.1M | $0 | 18 | 0 |
| Jan 2018 | $514.1M | $514.1M | $0 | 18 | 0 |
| Dec 2017 | $514.1M | $514.1M | $0 | 17 | 0 |
| Dec 2017 | $514.1M | $514.1M | $0 | 17 | 0 |
| Dec 2017 | $514.1M | $514.1M | $0 | 15 | 0 |
| Aug 2017 | $386.9M | $385.5M | $1.3M | 14 | 1,556 |
| Jun 2017 | $386.9M | $385.5M | $1.3M | 13 | 1,556 |
| Jun 2017 | $386.9M | $385.5M | $1.3M | 12 | 1,556 |
| May 2017 | $386.9M | $385.5M | $1.3M | 11 | 1,556 |
| Mar 2017 | $386.9M | $385.5M | $1.3M | 11 | 1,556 |
| Mar 2017 | $302.1M | $298.2M | $3.8M | 11 | 632 |
| Dec 2016 | $302.1M | $298.2M | $3.8M | 11 | 632 |
| Nov 2016 | $302.1M | $298.2M | $3.8M | 11 | 632 |
| Oct 2016 | $302.1M | $298.2M | $3.8M | 11 | 632 |
| Oct 2016 | $302.1M | $298.2M | $3.8M | 11 | 632 |
| Sep 2016 | $302.1M | $298.2M | $3.8M | 11 | 632 |
| Jun 2016 | $302.1M | $298.2M | $3.8M | 11 | 632 |
| Jun 2016 | $302.1M | $298.2M | $3.8M | 11 | 632 |
| May 2016 | $302.1M | $298.2M | $3.8M | 11 | 632 |
| Apr 2016 | $302.1M | $298.2M | $3.8M | 11 | 632 |
| Mar 2016 | $302.1M | $298.2M | $3.8M | 11 | 632 |
| Mar 2016 | $187.8M | $162.3M | $25.5M | 27 | 300 |
| Mar 2016 | $187.8M | $162.3M | $25.5M | 27 | 300 |
| Feb 2016 | $187.8M | $162.3M | $25.5M | 27 | 300 |
| Jan 2016 | $187.8M | $162.3M | $25.5M | 27 | 300 |
| Oct 2015 | $187.8M | $162.3M | $25.5M | 26 | 300 |
| Sep 2015 | $187.8M | $162.3M | $25.5M | 24 | 300 |
| Aug 2015 | $187.8M | $162.3M | $25.5M | 24 | 300 |
| Jul 2015 | $187.8M | $162.3M | $25.5M | 23 | 300 |
| Apr 2015 | $187.8M | $162.3M | $25.5M | 21 | 300 |
| Mar 2015 | $187.8M | $162.3M | $25.5M | 21 | 300 |
| Feb 2015 | $187.8M | $162.3M | $25.5M | 20 | 300 |
| Dec 2014 | $177.9M | $155.3M | $22.6M | 20 | 500 |
| Dec 2014 | $177.9M | $155.3M | $22.6M | 19 | 500 |
| Dec 2014 | $177.9M | $155.3M | $22.6M | 18 | 500 |
| Nov 2014 | $177.9M | $155.3M | $22.6M | 18 | 500 |
| Oct 2014 | $177.9M | $155.3M | $22.6M | 18 | 500 |
| Jun 2014 | $177.9M | $155.3M | $22.6M | 18 | 500 |
| May 2014 | $177.9M | $155.3M | $22.6M | 18 | 500 |
| Mar 2014 | $177.9M | $155.3M | $22.6M | 23 | 0 |
| Jan 2014 | $156.1M | $153.6M | $2.5M | 23 | 0 |
| Jan 2014 | $156.1M | $153.6M | $2.5M | 23 | 0 |
| Oct 2013 | $0 | $0 | $0 | 23 | 0 |
| Oct 2013 | $0 | $0 | $0 | 23 | 0 |
| Sep 2013 | $0 | $0 | $0 | 23 | 0 |
| Sep 2013 | $0 | $0 | $0 | 23 | 0 |
| Aug 2013 | $0 | $0 | $0 | 23 | 0 |
DateApr 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees36
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees36
Clients0
DateMar 2024
Total AUM$903.2M
Discretionary$903.2M
Non-Disc.$0
Employees36
Clients0
DateJan 2024
Total AUM$663.8M
Discretionary$663.8M
Non-Disc.$0
Employees34
Clients0
DateSep 2023
Total AUM$663.8M
Discretionary$663.8M
Non-Disc.$0
Employees34
Clients0
DateMar 2023
Total AUM$663.8M
Discretionary$663.8M
Non-Disc.$0
Employees31
Clients0
DateNov 2022
Total AUM$624.7M
Discretionary$622.8M
Non-Disc.$1.9M
Employees33
Clients0
DateAug 2022
Total AUM$681.6M
Discretionary$679.7M
Non-Disc.$1.9M
Employees34
Clients0
DateMar 2022
Total AUM$681.6M
Discretionary$679.7M
Non-Disc.$1.9M
Employees37
Clients0
DateAug 2021
Total AUM$2B
Discretionary$591.9M
Non-Disc.$1.4B
Employees44
Clients0
DateMar 2021
Total AUM$2B
Discretionary$591.9M
Non-Disc.$1.4B
Employees44
Clients0
DateMar 2021
Total AUM$2B
Discretionary$591.9M
Non-Disc.$1.4B
Employees44
Clients0
DateFeb 2021
Total AUM$1.8B
Discretionary$667.9M
Non-Disc.$1.2B
Employees40
Clients0
DateJan 2021
Total AUM$1.8B
Discretionary$667.9M
Non-Disc.$1.2B
Employees40
Clients0
DateDec 2020
Total AUM$1.8B
Discretionary$667.9M
Non-Disc.$1.2B
Employees40
Clients0
DateDec 2020
Total AUM$1.8B
Discretionary$667.9M
Non-Disc.$1.2B
Employees40
Clients0
DateNov 2020
Total AUM$1.8B
Discretionary$667.9M
Non-Disc.$1.2B
Employees41
Clients0
DateNov 2020
Total AUM$1.8B
Discretionary$667.9M
Non-Disc.$1.2B
Employees41
Clients0
DateOct 2020
Total AUM$1.8B
Discretionary$667.9M
Non-Disc.$1.2B
Employees41
Clients0
DateSep 2020
Total AUM$1.8B
Discretionary$667.9M
Non-Disc.$1.2B
Employees50
Clients0
DateAug 2020
Total AUM$1.8B
Discretionary$667.9M
Non-Disc.$1.2B
Employees50
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$667.9M
Non-Disc.$1.2B
Employees50
Clients0
DateMar 2020
Total AUM$1.8B
Discretionary$667.9M
Non-Disc.$1.2B
Employees50
Clients0
DateJan 2020
Total AUM$1.7B
Discretionary$701M
Non-Disc.$1B
Employees51
Clients0
DateDec 2019
Total AUM$1.7B
Discretionary$701M
Non-Disc.$1B
Employees51
Clients0
DateNov 2019
Total AUM$1.7B
Discretionary$701M
Non-Disc.$1B
Employees51
Clients0
DateJul 2019
Total AUM$1.7B
Discretionary$701M
Non-Disc.$1B
Employees51
Clients0
DateJul 2019
Total AUM$1.7B
Discretionary$701M
Non-Disc.$1B
Employees51
Clients0
DateApr 2019
Total AUM$1.7B
Discretionary$701M
Non-Disc.$1B
Employees51
Clients0
DateMar 2019
Total AUM$1.7B
Discretionary$701M
Non-Disc.$1B
Employees51
Clients0
DateDec 2018
Total AUM$530.5M
Discretionary$530.5M
Non-Disc.$0
Employees17
Clients25
DateNov 2018
Total AUM$530.5M
Discretionary$530.5M
Non-Disc.$0
Employees17
Clients25
DateOct 2018
Total AUM$530.5M
Discretionary$530.5M
Non-Disc.$0
Employees17
Clients25
DateAug 2018
Total AUM$530.5M
Discretionary$530.5M
Non-Disc.$0
Employees17
Clients25
DateJul 2018
Total AUM$530.5M
Discretionary$530.5M
Non-Disc.$0
Employees17
Clients25
DateJul 2018
Total AUM$530.5M
Discretionary$530.5M
Non-Disc.$0
Employees17
Clients25
DateJun 2018
Total AUM$530.5M
Discretionary$530.5M
Non-Disc.$0
Employees17
Clients25
DateMay 2018
Total AUM$530.5M
Discretionary$530.5M
Non-Disc.$0
Employees19
Clients25
DateMay 2018
Total AUM$530.5M
Discretionary$530.5M
Non-Disc.$0
Employees20
Clients25
DateMay 2018
Total AUM$530.5M
Discretionary$530.5M
Non-Disc.$0
Employees19
Clients25
DateMar 2018
Total AUM$530.5M
Discretionary$530.5M
Non-Disc.$0
Employees19
Clients25
DateJan 2018
Total AUM$514.1M
Discretionary$514.1M
Non-Disc.$0
Employees18
Clients0
DateJan 2018
Total AUM$514.1M
Discretionary$514.1M
Non-Disc.$0
Employees18
Clients0
DateJan 2018
Total AUM$514.1M
Discretionary$514.1M
Non-Disc.$0
Employees18
Clients0
DateDec 2017
Total AUM$514.1M
Discretionary$514.1M
Non-Disc.$0
Employees17
Clients0
DateDec 2017
Total AUM$514.1M
Discretionary$514.1M
Non-Disc.$0
Employees17
Clients0
DateDec 2017
Total AUM$514.1M
Discretionary$514.1M
Non-Disc.$0
Employees15
Clients0
DateAug 2017
Total AUM$386.9M
Discretionary$385.5M
Non-Disc.$1.3M
Employees14
Clients1,556
DateJun 2017
Total AUM$386.9M
Discretionary$385.5M
Non-Disc.$1.3M
Employees13
Clients1,556
DateJun 2017
Total AUM$386.9M
Discretionary$385.5M
Non-Disc.$1.3M
Employees12
Clients1,556
DateMay 2017
Total AUM$386.9M
Discretionary$385.5M
Non-Disc.$1.3M
Employees11
Clients1,556
DateMar 2017
Total AUM$386.9M
Discretionary$385.5M
Non-Disc.$1.3M
Employees11
Clients1,556
DateMar 2017
Total AUM$302.1M
Discretionary$298.2M
Non-Disc.$3.8M
Employees11
Clients632
DateDec 2016
Total AUM$302.1M
Discretionary$298.2M
Non-Disc.$3.8M
Employees11
Clients632
DateNov 2016
Total AUM$302.1M
Discretionary$298.2M
Non-Disc.$3.8M
Employees11
Clients632
DateOct 2016
Total AUM$302.1M
Discretionary$298.2M
Non-Disc.$3.8M
Employees11
Clients632
DateOct 2016
Total AUM$302.1M
Discretionary$298.2M
Non-Disc.$3.8M
Employees11
Clients632
DateSep 2016
Total AUM$302.1M
Discretionary$298.2M
Non-Disc.$3.8M
Employees11
Clients632
DateJun 2016
Total AUM$302.1M
Discretionary$298.2M
Non-Disc.$3.8M
Employees11
Clients632
DateJun 2016
Total AUM$302.1M
Discretionary$298.2M
Non-Disc.$3.8M
Employees11
Clients632
DateMay 2016
Total AUM$302.1M
Discretionary$298.2M
Non-Disc.$3.8M
Employees11
Clients632
DateApr 2016
Total AUM$302.1M
Discretionary$298.2M
Non-Disc.$3.8M
Employees11
Clients632
DateMar 2016
Total AUM$302.1M
Discretionary$298.2M
Non-Disc.$3.8M
Employees11
Clients632
DateMar 2016
Total AUM$187.8M
Discretionary$162.3M
Non-Disc.$25.5M
Employees27
Clients300
DateMar 2016
Total AUM$187.8M
Discretionary$162.3M
Non-Disc.$25.5M
Employees27
Clients300
DateFeb 2016
Total AUM$187.8M
Discretionary$162.3M
Non-Disc.$25.5M
Employees27
Clients300
DateJan 2016
Total AUM$187.8M
Discretionary$162.3M
Non-Disc.$25.5M
Employees27
Clients300
DateOct 2015
Total AUM$187.8M
Discretionary$162.3M
Non-Disc.$25.5M
Employees26
Clients300
DateSep 2015
Total AUM$187.8M
Discretionary$162.3M
Non-Disc.$25.5M
Employees24
Clients300
DateAug 2015
Total AUM$187.8M
Discretionary$162.3M
Non-Disc.$25.5M
Employees24
Clients300
DateJul 2015
Total AUM$187.8M
Discretionary$162.3M
Non-Disc.$25.5M
Employees23
Clients300
DateApr 2015
Total AUM$187.8M
Discretionary$162.3M
Non-Disc.$25.5M
Employees21
Clients300
DateMar 2015
Total AUM$187.8M
Discretionary$162.3M
Non-Disc.$25.5M
Employees21
Clients300
DateFeb 2015
Total AUM$187.8M
Discretionary$162.3M
Non-Disc.$25.5M
Employees20
Clients300
DateDec 2014
Total AUM$177.9M
Discretionary$155.3M
Non-Disc.$22.6M
Employees20
Clients500
DateDec 2014
Total AUM$177.9M
Discretionary$155.3M
Non-Disc.$22.6M
Employees19
Clients500
DateDec 2014
Total AUM$177.9M
Discretionary$155.3M
Non-Disc.$22.6M
Employees18
Clients500
DateNov 2014
Total AUM$177.9M
Discretionary$155.3M
Non-Disc.$22.6M
Employees18
Clients500
DateOct 2014
Total AUM$177.9M
Discretionary$155.3M
Non-Disc.$22.6M
Employees18
Clients500
DateJun 2014
Total AUM$177.9M
Discretionary$155.3M
Non-Disc.$22.6M
Employees18
Clients500
DateMay 2014
Total AUM$177.9M
Discretionary$155.3M
Non-Disc.$22.6M
Employees18
Clients500
DateMar 2014
Total AUM$177.9M
Discretionary$155.3M
Non-Disc.$22.6M
Employees23
Clients0
DateJan 2014
Total AUM$156.1M
Discretionary$153.6M
Non-Disc.$2.5M
Employees23
Clients0
DateJan 2014
Total AUM$156.1M
Discretionary$153.6M
Non-Disc.$2.5M
Employees23
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients0