BALANCE POINT CAPITAL ADVISORS, LLC

Overview

Balance Point Capital Advisors, LLC is a privately held LLC registered with the SEC since 2015 that operates as a private equity fund manager and adviser to pooled investment vehicles. The firm’s client base is institutional, and its advisory work centers on portfolio management for pooled funds rather than retail advisory. Filings indicate the firm functions in sponsor/GP roles and is affiliated with other investment-adviser, CPO/CTA, or sponsor activities tied to pooled vehicles. Balance Point is not listed as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator in the sense of a pure allocator to outside managers. Fee arrangements reported include percentage-of-AUM and performance-based structures, along with other, unspecified fee arrangements. Ownership is described as a mix of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives