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BALLYROCK INVESTMENT ADVISORS LLC

BOSTON, MA · CRD 115324 · IAPD ↗ · 617-563-7000

$10.99BRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
24Private funds
1States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — BALLYROCK INVESTMENT ADVISORS LLC reported RAUM up 31% ($8.42B -> $10.99B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — BALLYROCK INVESTMENT ADVISORS LLC reported RAUM up 29% ($6.51B -> $8.42B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2024 — BALLYROCK INVESTMENT ADVISORS LLC reported RAUM up 31% ($4.98B -> $6.51B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.