# BALIS ENTERPRISES LLC

BALIS ENTERPRISES LLC is an SEC-registered investment adviser.

## Registration

- CRD: 315130
- Type: SEC-registered investment adviser
- SEC file number: 801-121634
- Phone: 484-631-3684
- Latest filing: 2026-06-04
- Regulatory AUM: $444.3M
- Discretionary AUM: $444.3M
- Clients: 8
- Accounts: 1,338

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Thomas L Balis | PRINCIPAL & CHIEF INVESTMENT OFFICER | — |
| Jeffrey Kelvin | CHIEF COMPLIANCE OFFICER | Parkland, FL |
| KELVIN JEFFREY | CHIEF COMPLIANCE OFFICER | — |
| Balis Thomas L | PRINCIPAL & CHIEF INVESTMENT OFFICER; PRINCIPAL, CIO & CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315130/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315130/similar
- Related entities: https://search.stillhousedata.com/firm/315130/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315130

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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.