Managers/Private equity/Connecticut/Balance Point Capital Advisors

Balance Point Capital Advisors

Balance Point Capital Advisors is a private equity manager in Westport, CT. It is registered with the SEC as an investment adviser with $2.4B in regulatory assets and 23 staff. It has 5 funds on file, the latest reported in December 2024.

Funds on file
5
Raised, all funds
$1.1B
Regulatory assets
$2.4B
Staff
23
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Dec 2024 Balance Point Capital Partners VI Feeder, L.P. Private equity $21M Not given
Dec 2024 Balance Point Capital Partners VI, L.P. Private equity $386M Not given
Dec 2024 Balance Point Capital Partners VI Rated Note Feeder, L.P. Private equity $67.5M Not given
Sep 2021 Balance Point Capital Partners V, L.P. Private equity $577.4M $600M
Jul 2020 Balance Point Capital Partners V Feeder, L.P. Private equity $0 $60M

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$2.4B
Employees23
Clients6 private funds.
Control personsSeth, Wales Alvord, Justin, Marc Kaplan, Amanda, Lauren Meltzer.
Private funds7 private funds holding $2B in gross assets.

Private funds it reports

FundTypeGross assets
Balance Point Capital Partners V Private equity $662.4M
Balance Point Capital Partners Iii Private equity $443.7M
Balance Point Capital Partners VI Private equity $442.5M
Balance Point Capital Partners IV Private equity $290.5M
Balance Point Capital Partners II Private equity $158.8M
Connecticut Growth Capital Private equity $28M
Balance Point Capital Partners Private equity $4.8M