BALA CAPITAL GROUP, LLC
CRD #290347 SEC #801-112882 PHILADELPHIA, PA 610-545-6100
SEC Registered Private Funds
Total AUM
$12.2M
Discretionary
$12.2M
Employees
20
Clients
0
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2022 | $12.2M | $12.2M | $0 | 20 | 0 |
| May 2022 | $12.2M | $12.2M | $0 | 20 | 0 |
| Apr 2022 | $12.2M | $12.2M | $0 | 20 | 0 |
| Mar 2022 | $12.2M | $12.2M | $0 | 20 | 0 |
| Jan 2022 | $19.3M | $19.3M | $0 | 24 | 0 |
| Nov 2021 | $19.3M | $19.3M | $0 | 24 | 0 |
| Apr 2021 | $19.3M | $19.3M | $0 | 24 | 0 |
| Mar 2021 | $19.3M | $19.3M | $0 | 24 | 0 |
| Aug 2020 | $20.1M | $20.1M | $0 | 26 | 0 |
| Apr 2020 | $44.7M | $44.7M | $0 | 25 | 0 |
| Mar 2020 | $44.7M | $44.7M | $0 | 25 | 0 |
| Mar 2019 | $73M | $73M | $0 | 24 | 0 |
| Jan 2019 | $71M | $71M | $0 | 18 | 0 |
| Jan 2019 | $71M | $71M | $0 | 18 | 0 |
| Sep 2018 | $71M | $71M | $0 | 18 | 0 |
| Mar 2018 | $71M | $71M | $0 | 18 | 0 |
DateNov 2022
Total AUM$12.2M
Discretionary$12.2M
Non-Disc.$0
Employees20
Clients0
DateMay 2022
Total AUM$12.2M
Discretionary$12.2M
Non-Disc.$0
Employees20
Clients0
DateApr 2022
Total AUM$12.2M
Discretionary$12.2M
Non-Disc.$0
Employees20
Clients0
DateMar 2022
Total AUM$12.2M
Discretionary$12.2M
Non-Disc.$0
Employees20
Clients0
DateJan 2022
Total AUM$19.3M
Discretionary$19.3M
Non-Disc.$0
Employees24
Clients0
DateNov 2021
Total AUM$19.3M
Discretionary$19.3M
Non-Disc.$0
Employees24
Clients0
DateApr 2021
Total AUM$19.3M
Discretionary$19.3M
Non-Disc.$0
Employees24
Clients0
DateMar 2021
Total AUM$19.3M
Discretionary$19.3M
Non-Disc.$0
Employees24
Clients0
DateAug 2020
Total AUM$20.1M
Discretionary$20.1M
Non-Disc.$0
Employees26
Clients0
DateApr 2020
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees25
Clients0
DateMar 2020
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees25
Clients0
DateMar 2019
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees24
Clients0
DateJan 2019
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees18
Clients0
DateJan 2019
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees18
Clients0
DateSep 2018
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees18
Clients0
DateMar 2018
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees18
Clients0