BALBEC CAPITAL MANAGEMENT LP
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 284363
- Registered since
- December 16, 2016
- Website
- balbec.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles92.33%
- Insurance Companies7.67%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Balbec Capital Management LP is a limited partnership that operates as a specialist manager and sponsor concentrated on private funds and pooled investment vehicles, with an institutional client focus. The firm registered with the SEC in 2016 and reports portfolio management for pooled investment vehicles as well as portfolio management for businesses and institutions. Its revenue model includes both AUM-based fees and performance-linked fees. The firm does not identify as an active ESG investor and reports a single-state adviser footprint on its filings. Balbec also performs sponsor and general partner roles: its regulatory filings list affiliations as a law firm and as sponsor, GP, and managing member of pooled vehicles. That positioning indicates the firm structures and manages closed‑end vehicles in addition to allocating to external managers.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 5PHILIP DANIELS
Founding Partner & Chief Investment OfficerCRD 4322314
CHARLES RUSBASAN
Founding Partner & Chief Executive OfficerCRD 2341939
BRETT NIEHAUS
Chief Corporate OfficerCRD 5941411
Contacts
2 of 2JEFF PADDEN
Founding PartnerCRD 6694872
WARREN SPECTOR
ChairmanCRD 1216931
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
MARICOPA
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 7114 E Stetson Dr
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
ASHTON THOMAS PRIVATE WEALTH
RIAScottsdale, AZ
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
RIAScottsdale, AZ
TREK FINANCIAL
RIAScottsdale, AZ
TRAJAN WEALTH, L.L.C.
RIAScottsdale, AZ
REDWOOD INVESTMENT MANAGEMENT, LLC.
RIAScottsdale, AZ
VERUS CAPITAL PARTNERS, LLC
RIAScottsdale, AZ