BALANZ CAPITAL USA LLC
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 325914
- Registered since
- October 3, 2024
Firm profile
FINTRXOverview
Balanz Capital USA LLC is organized as a limited liability company and is registered with the SEC as of 2024. The firm’s ownership is recorded as a combination of a domestic entity and an individual. Public filings classify the firm as unclassified and indicate it does not act as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. FINTRX’s record for Balanz Capital provides minimal operational detail: the firm has not disclosed business activities, advisory services, client segments, or fee structures in the data set.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 12PHILIPPE GONZALES
CCOCRD 5667179
ERIC SIMON
Investment Advisor RepresentativeCRD 7678094
FERNANDO LANUS
Registered RepresentativeCRD 8123170
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, 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
- 2811 Ponce de Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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