SourcingSourcing

BALYASNY ASSET MANAGEMENT L.P.

C30
CRD 138111·SEC 801-66002·CHICAGO, IL
AUM
$248.14B
$1B+
Est. Revenue
$2.48B
@ 1% on AUM
Est. EBITDA
$744.4M
@ 30% margin
Est. Deal Value
$5.96B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BALYASNY ASSET MANAGEMENT L.P.
CRD
138111
SEC file #
801-66002
EIN
332536381
DBA names
—

Economics

AUM
$248.14B
AUM band
$1B+
AUM trajectory
'20'26
$157.89B → $248.14B▲ +57%
Client mix
Pooled Investment Vehicles48

Operations

Employees (total)
2,434
Advisory staff (per ADV)
1,026
Advisory staff (5-yr trend)
'20'26
241 advisors → 1,026 advisors▲ +326%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
instagram.com/bamfunds(social)

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BALYASNY ASSET MANAGEMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
BALYASNY ASSET MANAGEMENT
BALYASNY, DMITRY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:instagram.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
1,767
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002054122
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2025-05-15
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
5
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001193125-26-226357

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs92
Northern Trust60
Morgan Stanley25
Jpmorgan18
E*trade4
Edgar Addresses
Mailing
C/O BALYASNY ASSET MANAGEMENT L.P.444 WEST LAKE STREET, 50TH FLOORCHICAGO, IL 60606
Business
C/O BALYASNY ASSET MANAGEMENT L.P.444 WEST LAKE STREET, 50TH FLOORCHICAGO, IL 60606
Edgar EIN
332536381
Edgar Recent Filings
13F-HR2026-05-15 · 0001193125-26-226357
13F-HR2026-02-17 · 0001193125-26-054304
Firm Has Custody
Yes
Mailing Office Differs
Yes
Trust Company Affiliate
Yes

People (7)

7
BALYASNY, DMITRY
Executive Officer · 2.5%
2226390
BYRNE, KEVIN, GERARD
Executive Officer · 2.5%
6469536
LANZILLOTTI, JOSEPH, (NMN)
Executive Officer · 2.5%
5654890
O'MALLEY, TAYLOR, JOHN
Executive Officer · 2.5%
4396427
POLEMENI, MARK, ANDREW
Executive Officer · 2.5%
5070584
SCHROEDER, SCOTT, HARVEY
Executive Officer · 2.5%
4028231
SICLARI, MATTHEW, JOSEPH
Executive Officer · 2.5%
5792225