BALANSTONE, LLC

Overview

Balanstone, LLC is a small, individual-owned advisory firm focused on portfolio management for private clients and small businesses. Its client base is primarily individuals and families, and the firm charges a fee that includes a percentage of assets under management along with other fee arrangements. Balanstone is not positioned as a multi-state adviser or pension consultant and does not identify as a capital allocator; its activities center on discretionary portfolio management rather than running external fund complexes or large-scale institutional mandates. Investment preference is tilted toward publicly traded equities. The firm reports a clear equity bias and manages accounts using separately managed account structures and exchange-traded instruments. ESG investing is not listed as an active focus. Balanstone’s business is oriented toward hands-on portfolio implementation for a small number of clients rather than broad product distribution or third-party fund creation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices