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Angela Jude Derose

Chief Compliance OfficerBalance Point Capital Advisors, LLCCRD 4225431

About Angela Jude Derose

Angela Jude Derose is listed as Chief Compliance Officer at Balance Point Capital Advisors, LLC in Westport, CT. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Balance Point Capital Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Angela Jude Derose work?

Angela Jude Derose is listed as Chief Compliance Officer at Balance Point Capital Advisors, LLC on SEC Form ADV.

How much of Balance Point Capital Advisors, LLC does Angela Jude Derose own?

Form ADV reports a beneficial ownership band of Under 5%.

Balance Point Capital Advisors, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
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