BALOPOLE INVESTMENT MANAGEMENT CORPORATION

BALOPOLE INVESTMENT MANAGEMENT CORPORATION of SAN MATEO, CA is an SEC-registered investment adviser (CRD 135621). Regulatory assets under management: $31.8M.

Registration

• CRD: 135621
• Type: Registered investment adviser
• Location: 1611 BOREL PL, SAN MATEO, CA, 94402
• Phone: 650-574-1307
• Latest filing: 2026-03-06
• Regulatory AUM: $31.8M
• Discretionary AUM: $31.8M
• Clients: 1
• Accounts: 73

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135621 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search