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
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Hardy, William, Guerdan | I | PARTNER, CCO, CFO, COO | NA | Control |
| Hardy, William, Guerdan | I | PARTNER, CCO, CFO, COO | NA | Control |
| Hardy, William, Guerdan | I | PARTNER, CCO, CFO, COO | NA | Control |
| Hardy, William, Guerdan | I | PARTNER, CCO, CFO, COO | NA | Control |
| Hardy, William, Guerdan | I | PARTNER, CCO, CFO, COO | NA | Control |
| INVERDALE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| INVERDALE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| INVERDALE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| INVERDALE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| INVERDALE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| INVERDALE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| INVERDALE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| INVERDALE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| INVERDALE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| INVERDALE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| INVERDALE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| INVERDALE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| INVERDALE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| INVERDALE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| KENNEDY, STEFANIE | I | CCO | NA | Control |
| KENNEDY, STEFANIE | I | CCO | NA | Control |
| KENNEDY, STEFANIE | I | CCO | NA | Control |
| KENNEDY, STEFANIE | I | CCO | NA | Control |
| KENNEDY, STEFANIE | I | CCO | NA | Control |
| KENNEDY, STEFANIE | I | CCO | NA | Control |
| KENNEDY, STEFANIE | I | CCO | NA | Control |
| KENNEDY, STEFANIE | I | CCO | NA | Control |
| KENNEDY, STEFANIE | I | CCO | NA | Control |
| STIENKE, RAGEN, R | I | MANAGING PARTNER | E | Control |
| STIENKE, RAGEN, R | I | MANAGING PARTNER | E | Control |
| STIENKE, RAGEN, R | I | MANAGING PARTNER | E | Control |
| STIENKE, RAGEN, R | I | MANAGING PARTNER | E | Control |
| STIENKE, RAGEN, R | I | MANAGING PARTNER | E | Control |
| STIENKE, RAGEN, R | I | MANAGING PARTNER | E | Control |
| STIENKE, RAGEN, R | I | MANAGING PARTNER | E | Control |
| STIENKE, RAGEN, R | I | MANAGING PARTNER | E | Control |
| STIENKE, RAGEN, R | I | MANAGING PARTNER | E | Control |
| STIENKE, RAGEN, R | I | MANAGING PARTNER | E | Control |
| STIENKE, RAGEN, R | I | MANAGING PARTNER | E | Control |
| STIENKE, RAGEN, R | I | MANAGING PARTNER | E | Control |
| STIENKE, RAGEN, R | I | MANAGING PARTNER | E | Control |
| STIENKE, RAGEN, R | I | MANAGING PARTNER | E | Control |
| FOGARTY, THOMAS, W | I | CO-PORTFOLIO MANAGER | B | Control |
| FOGARTY, THOMAS, W | I | CO-PORTFOLIO MANAGER | B | Control |
| FOGARTY, THOMAS, W | I | CO-PORTFOLIO MANAGER | B | Control |
| FOGARTY, THOMAS, W | I | CO-PORTFOLIO MANAGER | B | Control |
| FOGARTY, THOMAS, W | I | CO-PORTFOLIO MANAGER | B | Control |
| FOGARTY, THOMAS, W | I | CO-PORTFOLIO MANAGER | B | Control |
| SINGHANIA, JAI, KRISHNA | I | CO-PORTFOLIO MANAGER | B | Control |
| SINGHANIA, JAI, KRISHNA | I | CO-PORTFOLIO MANAGER | B | Control |
| SINGHANIA, JAI, KRISHNA | I | CO-PORTFOLIO MANAGER | B | Control |
| SINGHANIA, JAI, KRISHNA | I | CO-PORTFOLIO MANAGER | B | Control |
| SINGHANIA, JAI, KRISHNA | I | CO-PORTFOLIO MANAGER | B | Control |
| SINGHANIA, JAI, KRISHNA | I | CO-PORTFOLIO MANAGER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SMALL, RYAN, MARTIN | I | INVERDALE CAPITAL MANAGEMENT, LLC | D | Control |
| SMALL, RYAN, MARTIN | I | INVERDALE CAPITAL MANAGEMENT, LLC | D | Control |
| SMALL, RYAN, MARTIN | I | INVERDALE CAPITAL MANAGEMENT, LLC | D | Control |
| SMALL, RYAN, MARTIN | I | INVERDALE CAPITAL MANAGEMENT, LLC | D | Control |
| SMALL, RYAN, MARTIN | I | INVERDALE CAPITAL MANAGEMENT, LLC | D | Control |
| SMALL, RYAN, MARTIN | I | INVERDALE CAPITAL MANAGEMENT, LLC | D | Control |
| SMALL, RYAN, MARTIN | I | INVERDALE CAPITAL MANAGEMENT, LLC | D | Control |
| SMALL, RYAN, MARTIN | I | INVERDALE CAPITAL MANAGEMENT, LLC | D | Control |
| Hardy, William, Guerdan | I | INVERDALE CAPITAL MANAGEMENT, LLC | C | Control |
| Hardy, William, Guerdan | I | INVERDALE CAPITAL MANAGEMENT, LLC | C | Control |
| Hardy, William, Guerdan | I | INVERDALE CAPITAL MANAGEMENT, LLC | C | Control |
| Hardy, William, Guerdan | I | INVERDALE CAPITAL MANAGEMENT, LLC | C | Control |
| Hardy, William, Guerdan | I | INVERDALE CAPITAL MANAGEMENT, LLC | C | Control |
| Hardy, William, Guerdan | I | INVERDALE CAPITAL MANAGEMENT, LLC | C | Control |
| Hardy, William, Guerdan | I | INVERDALE CAPITAL MANAGEMENT, LLC | C | Control |
| Hardy, William, Guerdan | I | INVERDALE CAPITAL MANAGEMENT, LLC | C | Control |
Registrations
Federal
IA
Nov 11, 2025 REGISTERED
Notice Filings (1)
TX
Address
3879 MAPLE AVENUESUITE 300
DALLAS, TX 75219
United States
Phone: 469-502-3652