| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Balance Point Capital Partners V, LP | Private Equity | $717.2M | $5M |
| Balance Point Capital Partners VI, LP | Private Equity | $598.6M | $5M |
| Balance Point Capital Partners VI Rated Note Feeder, L.P. | Private Equity | $598.6M | $5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Lauren Meltzer Control | Chief Financial Officer | Under 5% | 2021 |
| Angela Jude Derose Control | Chief Compliance Officer | Under 5% | 2025 |
| Bpca Management, LLC Control | Shareholder | Over 75% | 2021 |
Balance Point Capital Advisors, LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
Balance Point Capital Advisors, LLC manages 8 private funds with combined gross assets of $2.8 billion.
Balance Point Capital Advisors, LLC reports 19 employees.
Balance Point Capital Advisors, LLC is based in Westport, CT and has been SEC-registered since 2015.
Balance Point Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 285 Riverside Avenue, Suite 200, Westport, CT 06880 |
| Phone | 203-652-8250 |
| Fax | 203-716-9828 |
| Office hours | 9a.m. - 6p.m. |
| SEC region | Boston Regional Office (BRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $2.18B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.18B |