Balmoral Management provides investment advice to private investment funds, investing in operating entities through negotiated transactions. They identify and evaluate investment opportunities, negotiate investments, manage and monitor investments, and achieve dispositions for such investments. Investments are predominantly in non-public companies, although investments in public companies are permitted.
Assets Under Management$1.4B
Clients4
AdvisorsN/A
Avg. per Client$350M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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