Balance Capital Partners L.P.

RIASEC RegisteredEst. 2026

Total AUM

$196M

Discretionary

$196M

100% of AUM

Avg account

$97.9M

Accounts

2

Employees

3

Advisory reps

3

Firm details

Headquarters: Miami, Florida
CRD number: 325617
Registered since: August 5, 2026
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Balance Capital Partners L.P. is a limited partnership operating as a hedge fund manager that primarily serves institutional clients. The firm is structured to sponsor and manage pooled investment vehicles and is registered with the SEC in 2026. Its business profile reflects CPO/CTA activity and portfolio management for pooled funds; it also acts as sponsor, general partner, or managing member of pooled vehicles. Fee arrangements combine a percentage-of-AUM management fee with performance-based compensation. Balance Capital Partners is not identified as an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

Melissa Wheeler
COO & CCOCRD 6613840

Contacts

2 of 2

Tariq Barma
Managing MemberCRD 5797256
Ali Carim
Managing MemberCRD 7709838

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$20.3M in ETFs

Passive

100%

$20.3M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI)	State Street	Passive	Health	$10.1M	64,000	50.00%

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Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area: Miami-Port St. Lucie-Fort Lauderdale, FL
Region: South
County: Miami Dade
Address: 3350 Virginia St
Time zone: ET (UTC-5)
Office locations

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