BALANCE POINT CAPITAL ADVISORS, LLC
CRD #264789 SEC #801-103476 WESTPORT, CT 203-652-8250
SEC Registered Private Funds
Total AUM
$2.2B
Discretionary
$2.2B
Employees
19
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $2.2B | $2.2B | $0 | 19 | 0 |
| Apr 2025 | $2.2B | $2.2B | $0 | 19 | 0 |
| Apr 2025 | $2.2B | $2.2B | $0 | 19 | 0 |
| Mar 2025 | $2.2B | $2.2B | $0 | 19 | 0 |
| Feb 2025 | $2B | $2B | $0 | 17 | 0 |
| Mar 2024 | $2B | $2B | $0 | 17 | 0 |
| Mar 2023 | $1.5B | $1.5B | $0 | 15 | 0 |
| Jun 2022 | $1.9B | $1.9B | $0 | 11 | 0 |
| Mar 2022 | $1.9B | $1.9B | $0 | 12 | 0 |
| Oct 2021 | $1.3B | $1.3B | $0 | 12 | 0 |
| Oct 2021 | $1.3B | $1.3B | $0 | 12 | 0 |
| Mar 2021 | $1.3B | $1.3B | $0 | 12 | 0 |
| Mar 2020 | $787.4M | $787.4M | $0 | 12 | 0 |
| Mar 2019 | $773.2M | $773.2M | $0 | 12 | 0 |
| Aug 2018 | $579.8M | $579.8M | $0 | 11 | 0 |
| Jun 2018 | $579.8M | $579.8M | $0 | 11 | 0 |
| Mar 2018 | $579.8M | $579.8M | $0 | 11 | 0 |
| Mar 2017 | $439.1M | $439.1M | $0 | 10 | 1 |
| Feb 2017 | $432.1M | $432.1M | $0 | 10 | 1 |
| Jan 2017 | $432.1M | $432.1M | $0 | 10 | 1 |
| Dec 2016 | $432.1M | $432.1M | $0 | 10 | 1 |
| Nov 2016 | $432.1M | $432.1M | $0 | 10 | 1 |
| May 2016 | $432.1M | $432.1M | $0 | 10 | 1 |
| Mar 2016 | $432.1M | $432.1M | $0 | 10 | 1 |
| Feb 2016 | $340.6M | $340.6M | $0 | 9 | 1 |
| Dec 2015 | $340.6M | $340.6M | $0 | 9 | 1 |
| Dec 2015 | $340.6M | $340.6M | $0 | 9 | 1 |
| Sep 2015 | $340.6M | $340.6M | $0 | 9 | 1 |
| Jul 2015 | $340.6M | $340.6M | $0 | 9 | 1 |
DateNov 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees19
Clients0
DateApr 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees19
Clients0
DateApr 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees19
Clients0
DateMar 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees19
Clients0
DateFeb 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees17
Clients0
DateMar 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees17
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees15
Clients0
DateJun 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees12
Clients0
DateOct 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients0
DateOct 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$787.4M
Discretionary$787.4M
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$773.2M
Discretionary$773.2M
Non-Disc.$0
Employees12
Clients0
DateAug 2018
Total AUM$579.8M
Discretionary$579.8M
Non-Disc.$0
Employees11
Clients0
DateJun 2018
Total AUM$579.8M
Discretionary$579.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$579.8M
Discretionary$579.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2017
Total AUM$439.1M
Discretionary$439.1M
Non-Disc.$0
Employees10
Clients1
DateFeb 2017
Total AUM$432.1M
Discretionary$432.1M
Non-Disc.$0
Employees10
Clients1
DateJan 2017
Total AUM$432.1M
Discretionary$432.1M
Non-Disc.$0
Employees10
Clients1
DateDec 2016
Total AUM$432.1M
Discretionary$432.1M
Non-Disc.$0
Employees10
Clients1
DateNov 2016
Total AUM$432.1M
Discretionary$432.1M
Non-Disc.$0
Employees10
Clients1
DateMay 2016
Total AUM$432.1M
Discretionary$432.1M
Non-Disc.$0
Employees10
Clients1
DateMar 2016
Total AUM$432.1M
Discretionary$432.1M
Non-Disc.$0
Employees10
Clients1
DateFeb 2016
Total AUM$340.6M
Discretionary$340.6M
Non-Disc.$0
Employees9
Clients1
DateDec 2015
Total AUM$340.6M
Discretionary$340.6M
Non-Disc.$0
Employees9
Clients1
DateDec 2015
Total AUM$340.6M
Discretionary$340.6M
Non-Disc.$0
Employees9
Clients1
DateSep 2015
Total AUM$340.6M
Discretionary$340.6M
Non-Disc.$0
Employees9
Clients1
DateJul 2015
Total AUM$340.6M
Discretionary$340.6M
Non-Disc.$0
Employees9
Clients1