{
  "slug": "ballast-asset-management",
  "name": "Ballast Asset Management",
  "description": "Ballast Asset Management is an investment firm specializing in concentrated small and mid-cap equity strategies, employing a valuation-oriented, fundamental thesis-driven, long-only, absolute return approach.",
  "url": "https://optimly.ai/brand/ballast-asset-management",
  "websiteUrl": "https://ballastam.com/",
  "logoUrl": "https://logo.clearbit.com/ballastam.com",
  "baiScore": 55.8,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Investment Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-04T10:10:50.862Z",
  "verifiedVitals": {
    "website": "https://ballastam.com",
    "category": "Asset Management Firm",
    "what_it_does": "Ballast Asset Management is an SEC-registered investment advisor that manages investment portfolios, primarily focusing on concentrated small and mid-cap equity strategies. They employ a fundamental, bottom-up, and valuation-oriented approach, seeking to invest in companies with strong free cash flow, healthy balance sheets, and effective capital allocation. Their offerings include an actively managed Small/Mid Cap ETF (MGMT) and Separately Managed Accounts.",
    "primary_audience": "Ballast Asset Management primarily serves institutional investors and sophisticated individual investors seeking exposure to actively managed small and mid-cap equities.",
    "core_product": "The core products of Ballast Asset Management are their actively managed Small/Mid Cap ETF (MGMT) and Separately Managed Accounts, both focused on small and mid-cap equity investments.",
    "pricing_model": {
      "kind": "usage_based",
      "detail": "Ballast Asset Management charges fees as a percentage of assets under management (AUM). The Ballast Small/Mid Cap ETF (MGMT) has an expense ratio of 1.10%. For separately managed accounts, the maximum advisory fee rate is 1.00%."
    },
    "parent_ownership": "Ballast Asset Management, LP is a subsidiary of Inverdale Capital Management, LLC.",
    "named_competitors": [
      "iShares Core S&P Small-Cap ETF (IJR)",
      "Vanguard Small-Cap ETF (VB)",
      "iShares Russell 2000 ETF (IWM)",
      "Avantis U.S. Small Cap Value ETF (AVUV)",
      "Dimensional U.S. Small Cap ETF (DFAS)",
      "Westwood Management"
    ]
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1789853185152
}