BALLAST ASSET MANAGEMENT, LP
Legal name: BALLAST ASSET MANAGEMENT
CRD #311116 SEC #801-119749 DALLAS, TX 469-502-3652
SEC Registered
Total AUM
$206.3M
Discretionary
$206.3M
Employees
5
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $206.3M | $206.3M | $0 | 5 | 0 |
| Feb 2025 | $206.3M | $206.3M | $0 | 5 | 0 |
| Jan 2025 | $168.5M | $168.5M | $0 | 5 | 0 |
| Nov 2024 | $168.5M | $168.5M | $0 | 5 | 0 |
| Mar 2024 | $168.5M | $168.5M | $0 | 5 | 0 |
| Sep 2023 | $66.9M | $66.9M | $0 | 5 | 0 |
| Mar 2023 | $66.9M | $66.9M | $0 | 5 | 0 |
| Mar 2022 | $49.2M | $49.2M | $0 | 3 | 0 |
| Jan 2022 | $11.3M | $11.3M | $0 | 7 | 0 |
| Mar 2021 | $11.3M | $11.3M | $0 | 7 | 0 |
| Dec 2020 | $0 | $0 | $0 | 7 | 0 |
| Oct 2020 | $0 | $0 | $0 | 7 | 0 |
| Oct 2020 | $0 | $0 | $0 | 7 | 0 |
DateNov 2025
Total AUM$206.3M
Discretionary$206.3M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$206.3M
Discretionary$206.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$66.9M
Discretionary$66.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$66.9M
Discretionary$66.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$49.2M
Discretionary$49.2M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$11.3M
Discretionary$11.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$11.3M
Discretionary$11.3M
Non-Disc.$0
Employees7
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0