Ballamor Capital Management, Inc. (Radnor)

Name: Ballamor Capital Management, Inc.
Address: 555 East Lancaster Avenue, Radnor, PA, 19087
Telephone: 484-598-2500

Ballamor Capital Management, Inc. is a large advisory firm based in Radnor. It manages $1.82 billion of regulatory assets for 116 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Florida, New Jersey, and 4 other states.

Ballamor Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ballamor Capital Management: assets under management

The assets under management (AUM) of Ballamor Capital Management, Inc. is $1.82 billion. The firm's AUM has grown by 160% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.82 billion in discretionary accounts and $4.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.06 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.39 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ballamor Capital Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ballamor Capital Management, Inc.

Barry R Bekkedam has been acting as President since 1 Nov 1998. Inc. Ballamor Capital Management joined the executive team most recently as the Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Barry R Bekkedam	President	1 Nov 1998	75% - 100%	2345944
Barry R. Bekkedam	Chairman/chief executive officer	1 Nov 1998	75% - 100%	2345944
Douglas Osborn Kloppenburg	President	1 Feb 2004	Other	2279094
Elizabeth M. Ciccone	Chief operating officer	1 Feb 2004	Other	4797821
Elizabeth Mary Ciccone	Chief operating officer/chief compliance officer	1 Feb 2004	Other	4797821
Andrea Stewart Lawrence	Chief compliance officer	1 Oct 2004	Other	4882445
Donna Belle Pure	Chief compliance officer	1 Jan 2007	Other	2427113
Lawrence D Rovin	Chief compliance officer/chief legal officer	1 Jan 2008	Other	5512281
Inc. Ballamor Capital Management	Manager	1 Jul 2009	75% - 100%	23-2991001
Todd A. Kellerman	Chief financial officer	1 Jul 2009	Other	5719257

Based in Radnor

The principal office where Ballamor Capital Management, Inc. performs its advisory services is located at 555 East Lancaster Avenue, Radnor, PA 19087, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 484-598-2500 or by fax 484-598-2505. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.ballamorcapital.com.