BALIS ENTERPRISES LLC is an SEC-registered investment adviser (CRD 315130). Regulatory assets under management: $444.3M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles, Charities.
| 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 | — |