BAL INVESTMENT & ADVISORY, LLC

Company Details

Entity Name:	BAL INVESTMENT & ADVISORY, LLC
Jurisdiction:	FLORIDA
Filing Type:	Foreign Limited Liability Company
Status:	Active
Date Filed:	17 May 2023 (2 years ago)
Document Number:	M23000006438
FEI/EIN Number	95-2928333
Address:	555 California Street, 11th Floor, San Francisco, CA 94104
Mail Address:	555 California Street, 11th Floor, San Francisco, CA 94104
Place of Formation:	DELAWARE

Agent

Name	Role
C T CORPORATION SYSTEM	Agent

Manager

Name	Role	Address
FLEISCHER, RICHARD R.	Manager	555 California Street, 11th Floor San Francisco, CA 94104
Karas, Todd	Manager	555 California Street, 11th Floor San Francisco, CA 94104
Brown, Andrew R.	Manager	555 California Street, 11th Floor San Francisco, CA 94104

Assistant Secretary

Name	Role	Address
Andersson, Mark W.	Assistant Secretary	555 California Street, 11th Floor San Francisco, CA 94104
Bogicevic, Susan	Assistant Secretary	555 California Street, 11th Floor San Francisco, CA 94104
Evora, Lisa A.	Assistant Secretary	555 California Street, 11th Floor San Francisco, CA 94104
Neider, Mitchell	Assistant Secretary	555 California Street, 11th Floor San Francisco, CA 94104
Vong-Spillan, Demetria	Assistant Secretary	555 California Street, 11th Floor San Francisco, CA 94104

Senior Vice President

Name	Role	Address
Barth, Nathan A.	Senior Vice President	555 California Street, 11th Floor San Francisco, CA 94104
Brown, Andrew R.	Senior Vice President	555 California Street, 11th Floor San Francisco, CA 94104
Olson, Mary Ann	Senior Vice President	555 California Street, 11th Floor San Francisco, CA 94104
Racaniello, Frank	Senior Vice President	555 California Street, 11th Floor San Francisco, CA 94104

Treasurer

Name	Role	Address
Brown, Andrew R.	Treasurer	555 California Street, 11th Floor San Francisco, CA 94104

President

Name	Role	Address
Fleischer, Richard R.	President	555 California Street, 11th Floor San Francisco, CA 94104

Chairman

Name	Role	Address
Fleischer, Richard R.	Chairman	555 California Street, 11th Floor San Francisco, CA 94104

Officer)

Name	Role	Address
Fleischer, Richard R.	Officer)	555 California Street, 11th Floor San Francisco, CA 94104

Secretary

Name	Role	Address
Costamagna, Christine M.	Secretary	555 California Street, 11th Floor San Francisco, CA 94104

Managing Director

Name	Role	Address
Karas, Todd	Managing Director	555 California Street, 11th Floor San Francisco, CA 94104
Shunney, James	Managing Director	555 California Street, 11th Floor San Francisco, CA 94104

Tax

Name	Role	Address
Racaniello, Frank	Tax	555 California Street, 11th Floor San Francisco, CA 94104

Events

Event Type	Filed Date	Value	Description
CHANGE OF PRINCIPAL ADDRESS	2024-04-22	555 California Street, 11th Floor, San Francisco, CA 94104	No data
CHANGE OF MAILING ADDRESS	2024-04-22	555 California Street, 11th Floor, San Francisco, CA 94104	No data

Documents

Name	Date
ANNUAL REPORT	2024-04-22
Foreign Limited	2023-05-17

Date of last update: 09 Jan 2025

Sources: Florida Department of State