# BALA CAPITAL GROUP, LLC

BALA CAPITAL GROUP, LLC of PHILADELPHIA, PA is an SEC-registered investment adviser.

## Registration

- CRD: 290347
- Type: SEC-registered investment adviser
- SEC file number: 801-112882
- Location: 2 LIBERTY PLACE, FLOOR 34, PHILADELPHIA, PA, 19102
- Phone: 610-545-6100
- Latest filing: 2022-11-30
- Regulatory AUM: $12.2M
- Discretionary AUM: $12.2M
- Clients: 20
- Accounts: 3

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| [PINTO DANIEL EMILE](https://search.stillhousedata.com/person/738507) | CONTROLLER | — |
| [SCHWARTZ ERIC STUART](https://search.stillhousedata.com/person/748372) | MEMBER | — |
| [MEHALKO ANDREW PATRICK](https://search.stillhousedata.com/person/765845) | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER | — |
| [KEATING KATHLEEN ELIZABETH](https://search.stillhousedata.com/person/794141) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | — |
| [GREGORCHUK PAUL SCOTT](https://search.stillhousedata.com/person/794548) | EXECUTIVE CHAIRMAN | — |
| [LUTERMAN WILLIAM DAVID](https://search.stillhousedata.com/person/794549) | CHIEF INVESTMENT OFFICER | — |
| [MCGRATH JAMES CLEMENT](https://search.stillhousedata.com/person/794550) | CO-CHIEF INVESTMENT OFFICER; DIRECTOR OF RESEARCH | — |
| [BROWN CHRISTOPHER FEARON](https://search.stillhousedata.com/person/823730) | CHIEF COMPLIANCE OFFICER | — |
| [FAGLEY CHRISTOPHER LEITH](https://search.stillhousedata.com/person/830703) | CHIEF OPERATING OFFICER | — |
| [BLOOMFIELD KEITH MITCHELL](https://search.stillhousedata.com/person/844710) | CHIEF EXECUTIVE OFFICER | — |
| [GEARHART WILLIAM RAGNAR](https://search.stillhousedata.com/person/849178) | CHIEF COMPLIANCE OFFICER | — |


## Private funds (2)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| BALA CAPITAL FUND LLC | Other Private Fund | — | 17 | $11.1M | $250K |
| BALA CAPITAL OPPORTUNITY MASTER FUND LTD | Other Private Fund | — | 1 | $1.1M | $250K |


## Fund service providers (1)

- administrator: NAV CONSULTING INC. DBA NAV FUND ADMINISTRATION GROUP — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290347/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290347/similar
- Related entities: https://search.stillhousedata.com/firm/290347/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290347

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.