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Balance Point Capital Partners IV, LP

Private Equity FundFund ID 805-9717072420Delaware, United States
Gross assets
$332M
Min. investment
$500K
Beneficial owners
50
Size rank
Top 23%
Audited
Yes
Structure
Standalone

About this fund

Balance Point Capital Partners IV, LP is a private equity fund managed by Balance Point Capital Advisors, LLC. The fund reports $332 million in gross assets, placing it among the top 23% of private funds by size. The stated minimum investment is $500,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-9717072420
Fund typePrivate Equity Fund
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsNo
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Balance Point Capital Partners V, LPPrivate Equity$771.9M
Balance Point Capital Partners VI, LPPrivate Equity$699.3M
Balance Point Capital Partners VI Rated Note Feeder, L.P.Private Equity$699.3M
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Frequently asked questions

How large is Balance Point Capital Partners IV, LP?

Balance Point Capital Partners IV, LP reports $332 million in gross assets, among the top 23% of private funds by size.

What is the minimum investment for Balance Point Capital Partners IV, LP?

The stated minimum investment is $500,000.

Who manages Balance Point Capital Partners IV, LP?

Balance Point Capital Partners IV, LP is managed by Balance Point Capital Advisors, LLC.

Does Balance Point Capital Partners IV, LP disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers

Prime broker
None reported
Custodian
Auditor

Reported gross assets

$332M▲ 14%
Feb '25 — $290.5MMar '25 — $331.7MApr '25 — $331.7MMay '25 — $331.7MJun '25 — $331.7MJul '25 — $331.7MAug '25 — $331.7MSep '25 — $331.7MOct '25 — $331.7MNov '25 — $331.7MDec '25 — $331.7MJan '26 — $331.7MFeb '26 — $331.7MMar '26 — $332MApr '26 — $332MMay '26 — $332MJun '26 — $332M
Feb '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 23%
Larger than 77% of 67,041 private funds
Gross assets vs Private Equity FundsTop 19%
Larger than 81% of 31,066 private equity funds
Minimum investmentTop 50%
Higher than 50% of funds reporting a minimum

Investor base

Adviser & related persons3%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.