BALMORAL MANAGEMENT II L.P.

11150 Santa Monica Boulevard
Suite 825
Los Angeles, California 90025-3988
Tel: 310-473-3065

About BALMORAL MANAGEMENT II L.P.

BALMORAL MANAGEMENT II LP, formally registered with the SEC as BALMORAL MANAGEMENT II LP. The firm was established in 04/02/2013. They have over 1 offices throughout the country.

BALMORAL MANAGEMENT II L.P. is a Los Angeles, California based Financial Planning firm with nearly $1,237,690,001 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164956
SEC#	801-77680
Assets Managed by Firm	$1,237,690,001
No. of Clients	4
No. of Advisors	12

Fee Structure

A percentage of AUM
Performance Based
Other (MONITORING AND BUSINESS CONSULTING FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$1,237,690,001

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