BALA CAPITAL GROUP, LLC

BALA CAPITAL GROUP, LLC of PHILADELPHIA, PA is an SEC-registered investment adviser (CRD 290347). Regulatory assets under management: $12.2M.

Registration

Officers, owners & control persons (11)

NameRoleLocation
PINTO DANIEL EMILECONTROLLER—
SCHWARTZ ERIC STUARTMEMBER—
MEHALKO ANDREW PATRICKCHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER—
KEATING KATHLEEN ELIZABETHCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL—
GREGORCHUK PAUL SCOTTEXECUTIVE CHAIRMAN—
LUTERMAN WILLIAM DAVIDCHIEF INVESTMENT OFFICER—
MCGRATH JAMES CLEMENTCO-CHIEF INVESTMENT OFFICER; DIRECTOR OF RESEARCH—
BROWN CHRISTOPHER FEARONCHIEF COMPLIANCE OFFICER—
FAGLEY CHRISTOPHER LEITHCHIEF OPERATING OFFICER—
BLOOMFIELD KEITH MITCHELLCHIEF EXECUTIVE OFFICER—
GEARHART WILLIAM RAGNARCHIEF COMPLIANCE OFFICER—

Private funds (2)

FundTypeFormedOwnersGross asset valueMin investment
BALA CAPITAL FUND LLCOther Private Fund—17$11.1M$250K
BALA CAPITAL OPPORTUNITY MASTER FUND LTDOther Private Fund—1$1.1M$250K

Fund service providers (1)

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