BALANCE POINT CAPITAL ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$2,442,083,777
Discretionary
$2,442,083,777
Non-discretionary
$0
Firm details
- CRD number
- 264789
- SEC file number
- 801-103476
- Main office
- WESTPORT, CT, United States
- Employees
- 23
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based Other
As of October 2026.