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Tcg Balanced Fund, L.P.

Other Private FundFund ID 805-5433780677Delaware, United States
Gross assets
$164.7M
Min. investment
$500K
Beneficial owners
25
Size rank
Top 35%
Audited
Yes
Structure
Standalone

About this fund

Tcg Balanced Fund, L.P. is a other private fund managed by Focus Partners Wealth, LLC. The fund reports $164.7 million in gross assets, placing it among the top 35% 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 ID805-5433780677
Fund typeOther Private Fund — MULTI-ASSET FUND COMPRISED OF UNDERLYING FUNDS AND DIRECT INVESTMENTS
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Tcg Onshore Balanced Fund, L.P.Other Private$2.22B
New Millennium Fundamental Hedged Equity Qp, L.P.Hedge$69.4M
Tcg Diversifying Strategies Fund, L.P.Other Private$52.9M
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Frequently asked questions

How large is Tcg Balanced Fund, L.P.?

Tcg Balanced Fund, L.P. reports $164.7 million in gross assets, among the top 35% of private funds by size.

What is the minimum investment for Tcg Balanced Fund, L.P.?

The stated minimum investment is $500,000.

Who manages Tcg Balanced Fund, L.P.?

Tcg Balanced Fund, L.P. is managed by Focus Partners Wealth, LLC.

Does Tcg Balanced Fund, L.P. disclose returns?

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

Manager

Service providers

Prime broker
None reported
Custodian

Reported gross assets

$164.7M▼ 38%
Jan '25 — $265.3MFeb '25 — $265.3MMar '25 — $248.6MApr '25 — $248.6MMay '25 — $248.6MJun '25 — $248.6MJul '25 — $248.6MAug '25 — $248.6MSep '25 — $248.6MOct '25 — $248.6MNov '25 — $248.6MDec '25 — $248.6MJan '26 — $248.6MFeb '26 — $164.7MMar '26 — $164.7MApr '26 — $164.7MMay '26 — $164.7MJun '26 — $164.7M
Jan '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 35%
Larger than 65% of 67,041 private funds
Gross assets vs Other Private FundsTop 31%
Larger than 69% of 8,892 other private funds
Minimum investmentTop 50%
Higher than 50% of funds reporting a minimum

Investor base

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