Ballast Rock Asset Management

Ballast Rock Asset Management is a private equity firm in Charleston, SC. It manages funds in real estate, venture capital, and private equity, and always invests its own capital alongside investors. Ballast Rock Private Wealth is an SEC regulated Registered Investment Advisor providing tailored holistic financial advice to accredited investors, with a focus on alternative investments and generating alpha while reducing volatility. The firm operates through Ballast Rock Asset Management, Ballast Rock Private Wealth, and Ballast Rock Capital, a SEC-registered broker dealer formed in 2023. Strategies include the Sunbelt Multifamily Fund and venture capital funds. The team leverages leadership’s Wall Street risk management experience and Southeast regional relationships to originate opportunities. It utilizes a proprietary AI Market Selection Tool that combines artificial intelligence and market research to uncover investment opportunities. This technology is integrated across operations, including private credit deal sourcing, multifamily underwriting, investor reporting, legal review, and property management. Founder and CEO Tom Carroll has been an active real estate investor for more than twelve years and established Ballast Rock Capital and Ballast Rock Private Wealth Management. Simon O’Shea directs investment and strategy from Charleston, leveraging nearly twenty years in institutional fixed income sales management at firms like Morgan Stanley, Lloyds Bank, and BNP Paribas. Danielle heads the in-house property management division, Sunbelt Properties, bringing substantial local experience in the Carolinas. The firm holds a 5.00 rating based on customer reviews and was ranked No. 1,145 on the Inc. 5000’s List of Fastest Growing Private Companies in 2023. Ballast Rock Asset Management delivers curated portfolios with attractive risk-adjusted returns and direct access to management for accredited investors in Charleston, SC.

The firm is located on King Street, just a tenth of a mile from the Children's Museum of the Lowcountry and the Sonny Goldberg Way memorial.

BizScoreAI awarded Ballast Rock Asset Management a Technical score of 87 out of 100, which means the website is technically sound and secure so search engines can read it without errors. The business also received a Discoverability score of 75 out of 100, ensuring AI crawlers can find every page as the first step before any AI assistant can recommend the business.

Services:

• Advanced Financial Planning
• Asset Management
• Business Owner Strategy
• Custom Investment Strategies
• Estate Planning
• Multifamily Real Estate
• Tax Alpha Strategies
• Venture Capital