# Ballast Equity Partners Management Company, LLC

> Ballast Equity Partners Management Company, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 330189
- Filed as: BALLAST EQUITY PARTNERS MANAGEMENT COMPANY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330189
- AdvisorCensus page: https://advisorcensus.com/firm/ballast-equity-partners-management-company-llc-new-york-ny-330189

## Quick answers

**How is Ballast Equity Partners Management Company, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ballast Equity Partners Management Company, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ballast Equity Partners Management Company, LLC located?**
Ballast Equity Partners Management Company, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Ballast Equity Partners Management Company, LLC registered with the SEC or a state?**
Ballast Equity Partners Management Company, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 330189.

**How much does Ballast Equity Partners Management Company, LLC manage?**
Ballast Equity Partners Management Company, LLC reports $111,922,530 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**What types of clients does Ballast Equity Partners Management Company, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Ballast Equity Partners Management Company, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330189

**What changed in Ballast Equity Partners Management Company, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $111,922,530
- Discretionary: $111,922,530
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $111,922,530 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ballastequitypartners.com](https://ballastequitypartners.com)
- LinkedIn @ballastequitypartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | Not reported | March 1, 2024 |
| October 2025 | Not reported | Not reported | August 13, 2025 |
| October 2026 | $111,922,530 | 5 | October 1, 2026 |


## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in NY.

### April 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Changed its legal name from Popmar Management, LLC to Ballast Equity Partners Management Company, LLC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ballast Equity Partners Management Company, LLC (CRD 330189): Form ADV filing data as of October 2026.