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 organized as a hedge fund that primarily serves institutional clients. It is registered with the SEC in 2026 and is structured to manage pooled investment vehicles, acting in roles that include sponsor, general partner, or managing member. The firm’s regulatory classification also lists CPO/CTA activities, indicating it is set up to operate commodity pools or provide commodity trading advice alongside its portfolio management for pooled funds. Its fee model combines a percentage-of-assets management charge with performance-based fees. Ownership is listed as a mix of a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Melissa Wheeler

    Melissa Wheeler

    COO & CCOCRD 6613840

Contacts

2 of 2
  • Tariq Barma

    Managing MemberCRD 5797256

  • Ali Carim

    Ali Carim

    Managing MemberCRD 7709838

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth