Ballast Asset Management

Dallas, United States Founded: 2015 • Age: 11 yrs
Manages concentrated equity investments in small and mid-cap companies using fundamental analysis.

About Ballast Asset Management

Ballast Asset Management is a company based in Dallas (United States) founded in 2015 by Ragen Stienke. It operates as a B2B. The company has 7 employees as of December 31, 2022. Ballast Asset Management offers products and services including Equity Investment Service. Ballast Asset Management operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others.

  • Headquarter Dallas, United States
  • Employees 7 as on 31 Dec, 2022
  • Founders Ragen Stienke
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Legal Name Ballast Management Corporation
Operational Areas
Financial Services → Private Capital & Alternative Investments
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    7

    as on Dec 31, 2022

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Products & Services of Ballast Asset Management

Ballast Asset Management offers a comprehensive portfolio of products and services, including Equity Investment Service. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Provides fundamental, thesis-driven equity investments for absolute returns in small and mid-cap stocks.

Funding Insights of Ballast Asset Management

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Ballast Asset Management

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Ballast Asset Management

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Ballast Asset Management Comparisons

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Competitors of Ballast Asset Management

Ballast Asset Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Asset management and investment advisory services are provided to clients.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Ballast Asset Management

Frequently Asked Questions about Ballast Asset Management

When was Ballast Asset Management founded?

Ballast Asset Management was founded in 2015.

Where is Ballast Asset Management located?

Ballast Asset Management is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.

Who is the current CEO of Ballast Asset Management?

Ragen Stienke is the current CEO of Ballast Asset Management. They have also founded this company.

How many employees does Ballast Asset Management have?

As of Dec 31, 2022, the latest employee count at Ballast Asset Management is 7.

What does Ballast Asset Management do?

Ballast Asset Management specializes in valuation-oriented, fundamental, thesis-driven equity investments for small and mid-cap stocks, employing a long-only, absolute return approach. The firm focuses on concentrated portfolios to deliver returns for clients. Based in Dallas, Texas, USA, it serves institutional and individual investors through professional asset management services, emphasizing rigorous research and strategic decision-making.

Who are the top competitors of Ballast Asset Management?

Ballast Asset Management's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Ballast Asset Management offer?

Ballast Asset Management offers Equity Investment Service.

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