Balmoral Funds Overview
- Investor Type
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PE/Buyout
- Status
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Active
- Professionals
-
9
- Investments
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31
- Portfolio
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8
- Exits
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14
Balmoral Funds General Information
Company Description
Founded in 2005, Balmoral Funds is a private equity investment firm based in Los Angeles, California. The firm seeks to invest in companies based in North America. The firm prefers to make investments in industrials, metals, consumer, aerospace and defense, business services, paper and packaging, logistics, chemicals, restaurants, healthcare, manufacturing, plastics and telecommunications sectors. This firm is a Registered Investment Adviser (RIA).
Business Details
Investor Status
Primary Investor Type
Other Investor Types
Corporate Office
- 11150 Santa Monica Boulevard
- Suite 825
- Los Angeles, CA 90025
- United States
Balmoral Funds Investments (31)
Balmoral Funds’s most recent investment was a with Xirgo Technologies. The deal was made on 30-Sep-2024 with as the lead partner.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Company Stage | Lead Partner |
|---|---|---|---|---|---|---|
| Xirgo Technologies | 30-Sep-2024 | Wireless Communications Equipment | Generating Revenue | |||
| DWFritz Automation | 27-Sep-2024 | BPO/Outsource Services | Generating Revenue | |||
| DWFritz Automation (Engineer to Order Business Division) | 27-Sep-2024 | Industrial Supplies and Parts | Generating Revenue | |||
| Chemtrade Logistics (Lubricant Additives Business) | 09-Nov-2023 | Specialty Chemicals | Generating Revenue | |||
| Trecora Resources | 27-Jun-2022 | Buyout/LBO | Specialty Chemicals | Profitable |
Balmoral Funds Exits (14)
Balmoral Funds has made a total of 14 exits. Its latest exit was from Resco Products for on 28-Jan-2025. The exit was categorized as .
| Company Name | Exit Date | Exit Type | Exit Size |
|---|---|---|---|
| Resco Products | 28-Jan-2025 | ||
| KP Aviation | 07-Jun-2023 | ||
| Enesco | 06-Jan-2023 | ||
| LifePort | 31-Mar-2021 | ||
| Silver Aero | 01-Mar-2021 | Secondary Transaction - Private |
Balmoral Funds Fund Performance
| Fund Name | Vintage | Size | Dry Powder | DPI | RVPI | TVPI | IRR |
|---|
Balmoral Funds Investments by Industry, Year, and Region
Investments by Industry
Investments by Year
Investments by Region
Balmoral Funds FAQs
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What is Balmoral Funds?
Founded in 2005, Balmoral Funds is a private equity investment firm based in Los Angeles, California.
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When was Balmoral Funds founded?
Balmoral Funds was founded in 2005.
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Where is Balmoral Funds headquartered?
Balmoral Funds is headquartered in Los Angeles, CA.
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What is Balmoral Funds's total asset value?
Balmoral Funds has around in total assets under management.
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How many investments has Balmoral Funds made?
Balmoral Funds has made 31 investments.
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What has Balmoral Funds invested in?
Balmoral Funds has made numerous investments in companies like Xirgo Technologies, DWFritz Automation, and DWFritz Automation (Engineer to Order Business Division) within the Wireless Communications Equipment, BPO/Outsource Services, and Industrial Supplies and Parts industries.
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What has Balmoral Funds invested in recently?
Balmoral Funds's latest investment was on 30-Sep-2024 in Xirgo Technologies, a company within the Wireless Communications Equipment industry.
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