BALANZ

Overview

Balanz is a privately held investment adviser organized as a limited liability company and registered with the SEC in 2022. The firm serves individual and family clients as well as institutional clients, focusing on portfolio management for both individuals/small businesses and for businesses or institutions. Its fee model combines a percentage of assets under management with performance-based fees, reflecting an orientation toward fee structures that can accommodate active or alternative strategies. Investment activity is weighted toward pooled public funds and mutual funds, but the firm also allocates to third-party alternative managers. Balanz is affiliated with broker-dealer activity and acts as a sponsor or general partner in pooled investment vehicles, which enables it to place client capital into externally managed hedge funds, private placements and real estate vehicles. The adviser is not positioned as an ESG-focused manager and is identified as a domestic entity.

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Investments & Alternatives

Location & Offices