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BALANCE POINT CAPITAL ADVISORS, LLC

CRD 264789 · SEC 801-103476

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285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT, 06880, United States

Phone

203-652-8250

Fax

203-716-9828

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.44B

Discretionary AUM

$2.44B

Team

23 total employees; 13 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; DEBT CLOSING FEES, PARTICIPATION FEES

Org form

Limited Liability Company

Filing date

2026-04-22

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles6$2.42B

States served

CT

All web addresses on file

Official SEC filing: View on IAPD