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BALMORAL MANAGEMENT II L.P.

LOS ANGELES, CA · CRD 164956 · IAPD ↗ · balmoralfunds.com · 310-473-3065

$974.4MRegulatory AUM
13Advisory reps
16Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — BALMORAL MANAGEMENT II L.P. reported RAUM down 29% ($1.38B -> $979.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
57
April 2025 — BALMORAL MANAGEMENT II L.P. grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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