BALANCE CAPITAL PARTNERS L.P.

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
325617
Registered since
January 6, 2025

Firm profile

FINTRX

Overview

Balance Capital Partners L.P. is a limited partnership that registers with the SEC (registration year listed as 2025) and operates primarily in commodities and pooled-vehicle roles. FINTRX classifies the firm’s business activities as acting as a Commodity Pool Operator or Commodity Trading Advisor and as a sponsor/GP/managing member of pooled investment vehicles. The profile indicates the firm is not flagged as an active ESG investor, is not a multi-state adviser, and is not characterized as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • TARIQ BARMA

    Managing MemberCRD 5797256

  • ALI CARIM

    Managing MemberCRD 7709838

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
120 E 23rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth