Organization · Private Equity
Balmoral Funds
Balmoral Funds is a private equity firm based in Los Angeles, California, specializing in investing in companies facing operational or financial challenges. The firm manages approximately $1.3 billion in assets and focuses on North America across various industries.
Overview
What Balmoral Funds does
What Balmoral Funds is
Balmoral Funds is a private equity firm based in Los Angeles, California, specializing in investing in companies facing operational or financial challenges. The firm manages approximately $1.3 billion in assets and focuses on North America across various industries.
How it participates in the startup ecosystem
The current public profile supports funder capabilities. Each capability below is shown separately so organization identity and role-specific information do not get conflated.
Operational profile
Organization status and context
Organization status describes the entity itself. Funding and program availability appear within the relevant capability profile.
- Operational status
- Active
- Organization type
- Private Equity
- Founded
- Founded in 2005
- Approximate age
- About 21 years
- Structured capabilities
- Funder
- Last reviewed
- March 4, 2026
Official channels
Find Balmoral Funds elsewhere
Open the official website or a supported primary organization account.
Capability profile
Balmoral Funds as a funder
Investment thesis
Balmoral Funds invests in companies with revenues ranging from $30 million to $800 million, focusing on those facing operational or financial challenges. The firm seeks control and shared-control investments across all industries in North America.
Focus narrative
Balmoral Funds invests in companies with revenues ranging from $30 million to $800 million. The firm typically makes control and shared-control investments in common and preferred equity securities, with investment sizes between $10 million and $100 million per transaction. Balmoral is also open to investing additional capital in particularly compelling opportunities. The firm focuses on North America and considers investments across all industries.
Value beyond capital
Balmoral Funds focuses on partnering with management teams and providing governance representation on boards, enhancing operational efficiencies and strategic direction for portfolio companies.
Terms and economics
- Typical check
- $10,000,000–$100,000,000
Focus and fit
- Regions
- North America
Availability
- Currently deploying
- Yes
Portfolio and track record
Portfolio context
Balmoral Funds has a diverse portfolio that includes notable companies such as: Bennington Marine: A leading manufacturer of pontoon boats in North America, known for its quality and design. Concurrent Manufacturing: A vertically integrated contract electronic manufacturer serving various industries, including telecommunications and aerospace. Dispatch Transportation: A full-service hauler and broker of dirt and aggregates in California and Nevada. iGPS Holdings: Operator of a plastic pallet rental service featuring RFID technology. Epsilyte: A leading producer of expandable polystyrene resins in North America.
Common questions
What to know about Balmoral Funds
Upseed classifies Balmoral Funds under the Private Equity organization type. Its current public profile includes funder capabilities.
Source and update disclosure
Know what this page is based on
Source basis
Public organization and program material, official websites, and structured Upseed records.
Last reviewed
March 4, 2026
Known limits
Capability profiles appear only when a structured public profile also contains decision-useful role evidence. Terms and availability can change.
Upseed is an independent guide. It is not affiliated with or endorsed by the organization described on this page.