Bireme Capital, Llc
- Regulatory AUM
- $197M
- Discretionary
- $197M
- Clients
- 65
- Avg AUM / client
- $3.0M
- Accounts
- 75
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13 | $12.5M | 6.37% |
| High net worth individuals | 47 | $44.5M | 22.6% |
| Pooled investment vehicles (non-investment companies) | 1 | $33.4M | 16.9% |
| Corporations and other businesses | 4 | $107M | 54.1% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Evan William Tindell | President And Chief Compliance Officer | Mar 2016 (10y) | ≈ 18.75% – 50% via Ayanz Llc | |
| Ryan William Ballentine | President | Mar 2016 (10y) | ≈ 18.75% – 50% via Navarchos Llc | |
| Lawrence Israel Silverstein | Registered representative | Sep 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Navarchos Llc | Holding Company | Aug 2017 | A | 25% – 50% |
| Ayanz Llc | Holding Company | Aug 2017 | A | 25% – 50% |
| Wakefield Partners, L.P. | Equity Member | Aug 2017 | A | 10% – 25% |
| Beth Ballentine Descendants' Trust | Limited Partner | Mar 2005 | B | ≈ 5% – 18.75% via Wakefield Partners, L.P. |
| Ballentine 1995 Successor Trust | Limited Partner | Mar 2005 | B | ≈ 2.5% – 12.5% via Wakefield Partners, L.P. |
| Highland Wakefield Llc | General Partner | Nov 1996 | B | GP / trustee / elected manager of Wakefield Partners, L.P. (indirect) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Evan William Tindell: 75% – 100% of Ayanz Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Ryan William Ballentine: 75% – 100% of Navarchos Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Beth Ballentine Descendants' Trust: 50% – 75% of Wakefield Partners, L.P. × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Ballentine 1995 Successor Trust: 25% – 50% of Wakefield Partners, L.P. × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Interactive Brokers $103M (52% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗