Balance Point Capital Advisors, LLC
● SEC registered since 2015CRD 264789SEC# 801-103476Westport, CT
Ranks #1,967 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.44B
Fund GAV
$3.14B
Private funds
8
Employees
23
Accounts
7
Location
Westport, CT
Balance Point Capital Advisors, LLC assets under management
Balance Point Capital Advisors, LLC is an investment advisory firm registered with the SEC based in Westport, CT. The firm has been registered since 2015. It reports $2.4 billion in regulatory assets under management and employs 23 people. Balance Point Capital Advisors, LLC manages 8 private funds with combined gross assets of $3.1 billion, including Balance Point Capital Partners V, LP. By regulatory assets, it ranks 1,967 of 6,004 private fund managers.
Balance Point Capital Advisors, LLC private funds
8 funds · $3.14B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Balance Point Capital Partners V, LP | Private Equity | $771.9M | $5M |
| Balance Point Capital Partners VI, LP | Private Equity | $699.3M | $5M |
| Balance Point Capital Partners VI Rated Note Feeder, L.P. | Private Equity | $699.3M | $5M |
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Join to unlock · $37/moBalance Point Capital Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Jude Derose Control | Chief Compliance Officer | Under 5% | 2025 |
| Bpca Management, LLC Control | Shareholder | Over 75% | 2021 |
| Nassau Bpc Holdings, LLC | Shareholder | 10-25% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Balance Point Capital Advisors, LLC manage?
Balance Point Capital Advisors, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Balance Point Capital Advisors, LLC manage?
Balance Point Capital Advisors, LLC manages 8 private funds with combined gross assets of $3.1 billion.
How many employees does Balance Point Capital Advisors, LLC have?
Balance Point Capital Advisors, LLC reports 23 employees.
Where is Balance Point Capital Advisors, LLC located?
Balance Point Capital Advisors, LLC is based in Westport, CT and has been SEC-registered since 2015.
Does Balance Point Capital Advisors, LLC disclose fund performance?
Balance Point Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$2.44B▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
AUM vs fund managersTop 33%
Larger than 67% of 6,004 private-fund managers
Number of fundsTop 30%
More funds than 70% of fund managers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$2.44Bregulatory AUM
Discretionary $2.44B
Fund type mix
Private Equity7
Other Private1
Service providers
Auditor
Custodian
Administrator