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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALVORD, SETH, WALES | I | MANAGING MEMBER | NA | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | NA | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | NA | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | NA | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | NA | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | NA | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | NA | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | NA | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | NA | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | NA | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | NA | Control |
| DALE, ERIC, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALE, ERIC, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALE, ERIC, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALE, ERIC, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALKIN, JOCELYN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALKIN, JOCELYN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALKIN, JOCELYN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSE, ANGELA, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSE, ANGELA, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSE, ANGELA, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEROSE, ANGELA, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EHTISHAM, SYEDUMAR, FAISAL | I | CHIEF COMPLIANCE OFFICER | NA | |
| EHTISHAM, SYEDUMAR, FAISAL | I | CHIEF COMPLIANCE OFFICER | NA | |
| EHTISHAM, SYEDUMAR, FAISAL | I | CHIEF COMPLIANCE OFFICER | NA | |
| EHTISHAM, SYEDUMAR, FAISAL | I | CHIEF COMPLIANCE OFFICER | NA | |
| EWASKO, JASON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| EWASKO, JASON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| EWASKO, JASON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILMORE, ANDREW, FRANCIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILMORE, ANDREW, FRANCIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILMORE, ANDREW, FRANCIS | I | CHIEF COMPLIANCE OFFICER | NA | |
| KAPLAN, JUSTIN, MARC | I | MEMBER | NA | Control |
| KAPLAN, JUSTIN, MARC | I | MEMBER | NA | Control |
| KAPLAN, JUSTIN, MARC | I | MEMBER | NA | Control |
| KAPLAN, JUSTIN, MARC | I | MEMBER | NA | Control |
| KAPLAN, JUSTIN, MARC | I | MEMBER | NA | Control |
| KOLTAY, SUSAN, LINDSAY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MELTZER, AMANDA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MELTZER, AMANDA, LAUREN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MELTZER, AMANDA, LAUREN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MELTZER, AMANDA, LAUREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MELTZER, AMANDA, LAUREN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MELTZER, AMANDA, LAUREN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MELTZER, AMANDA, LAUREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MELTZER, AMANDA, LAUREN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MELTZER, AMANDA, LAUREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MELTZER, AMANDA, LAUREN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MELTZER, AMANDA, LAUREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MELTZER, AMANDA, LAUREN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MELTZER, AMANDA, LAUREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MELTZER, AMANDA, LAUREN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MELTZER, AMANDA, LAUREN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MELTZER, AMANDA, LAUREN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TSIN, WALTER, P | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BPCA MANAGEMENT, LLC | DE | SHAREHOLDER | E | Control |
| BPCA MANAGEMENT, LLC | DE | SHAREHOLDER | E | Control |
| BPCA MANAGEMENT, LLC | DE | SHAREHOLDER | E | Control |
| BPCA MANAGEMENT, LLC | DE | SHAREHOLDER | E | Control |
| BPCA MANAGEMENT, LLC | DE | SHAREHOLDER | E | Control |
| BPCA MANAGEMENT, LLC | DE | SHAREHOLDER | E | Control |
| BPCA MANAGEMENT, LLC | DE | SHAREHOLDER | E | Control |
| BPCA MANAGEMENT, LLC | DE | SHAREHOLDER | E | Control |
| BPCA MANAGEMENT, LLC | DE | SHAREHOLDER | E | Control |
| BPCA MANAGEMENT, LLC | DE | SHAREHOLDER | E | Control |
| BPCA MANAGEMENT, LLC | DE | SHAREHOLDER | E | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | D | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | D | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | D | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | D | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | D | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | D | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | D | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | D | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | D | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | D | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | D | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | D | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | D | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | D | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | D | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | D | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | D | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | D | Control |
| ALVORD, SETH, WALES | I | MANAGING MEMBER | D | Control |
| KAPLAN, JUSTIN, MARC | I | MEMBER | C | Control |
| KAPLAN, JUSTIN, MARC | I | MEMBER | C | Control |
| KAPLAN, JUSTIN, MARC | I | MEMBER | C | Control |
| KAPLAN, JUSTIN, MARC | I | MEMBER | B | |
| KAPLAN, JUSTIN, MARC | I | MEMBER | B | |
| KAPLAN, JUSTIN, MARC | I | MEMBER | B | |
| KAPLAN, JUSTIN, MARC | I | MEMBER | B | Control |
| KAPLAN, JUSTIN, MARC | I | MEMBER | B | Control |
| KAPLAN, JUSTIN, MARC | I | MEMBER | B | |
| KAPLAN, JUSTIN, MARC | I | MEMBER | B | |
| KAPLAN, JUSTIN, MARC | I | MEMBER | B | Control |
| KAPLAN, JUSTIN, MARC | I | MEMBER | B | Control |
| KAPLAN, JUSTIN, MARC | I | MEMBER | B | Control |
| KAPLAN, JUSTIN, MARC | I | MEMBER | B | Control |
| KAPLAN, JUSTIN, MARC | I | MEMBER | B | Control |
| KAPLAN, JUSTIN, MARC | I | MEMBER | B | Control |
| KAPLAN, JUSTIN, MARC | I | MEMBER | B | Control |
| KAPLAN, JUSTIN, MARC | I | MEMBER | B | Control |
| KAPLAN, JUSTIN, MARC | I | MEMBER | B | Control |
| NASSAU BPC HOLDINGS, LLC | DE | SHAREHOLDER | B | |
| NASSAU BPC HOLDINGS, LLC | DE | SHAREHOLDER | B | |
| NASSAU BPC HOLDINGS, LLC | DE | SHAREHOLDER | B | |
| NASSAU BPC HOLDINGS, LLC | DE | SHAREHOLDER | B | |
| NASSAU BPC HOLDINGS, LLC | DE | SHAREHOLDER | B | |
| NASSAU BPC HOLDINGS, LLC | DE | SHAREHOLDER | B | |
| NASSAU BPC HOLDINGS, LLC | DE | SHAREHOLDER | B | |
| NASSAU BPC HOLDINGS, LLC | DE | SHAREHOLDER | B | |
| NASSAU BPC HOLDINGS, LLC | DE | SHAREHOLDER | B | |
| NASSAU BPC HOLDINGS, LLC | DE | SHAREHOLDER | B | |
| NASSAU BPC HOLDINGS, LLC | DE | SHAREHOLDER | B | |
| SAUERTEIG, BRIAN, LANCE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| SAUERTEIG, BRIAN, LANCE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| SAUERTEIG, BRIAN, LANCE | I | MEMBER | B | Control |
| SAUERTEIG, BRIAN, LANCE | I | MEMBER | B | Control |
| SAUERTEIG, BRIAN, LANCE | I | MEMBER | B | Control |
| SAUERTEIG, BRIAN, LANCE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| SAUERTEIG, BRIAN, LANCE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| SAUERTEIG, BRIAN, LANCE | I | MEMBER | B | Control |
| SAUERTEIG, BRIAN, LANCE | I | MEMBER | B | Control |
| SAUERTEIG, BRIAN, LANCE | I | MEMBER | B | Control |
| SAUERTEIG, BRIAN, LANCE | I | MEMBER | B | Control |
| SAUERTEIG, BRIAN, LANCE | I | MEMBER | B | Control |
| SAUERTEIG, BRIAN, LANCE | I | MEMBER | B | Control |
| SAUERTEIG, BRIAN, LANCE | I | MEMBER | B | Control |
| SAUERTEIG, BRIAN, LANCE | I | MEMBER | B | Control |
| SAUERTEIG, BRIAN, LANCE | I | MEMBER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BP FIRST POINT, LLC | DE | BPCA MANAGEMENT, LLC | F | |
| ALVORD, SETH, WALES | I | BPCA MANAGEMENT, LLC | C | Control |
| ALVORD, SETH, WALES | I | BPCA MANAGEMENT, LLC | C | Control |
| ALVORD, SETH, WALES | I | BPCA MANAGEMENT, LLC | C | Control |
| ALVORD, SETH, WALES | I | BPCA MANAGEMENT, LLC | C | Control |
| ALVORD, SETH, WALES | I | BPCA MANAGEMENT, LLC | C | Control |
| KAPLAN, JUSTIN, MARC | I | BPCA MANAGEMENT, LLC | C | Control |
| KAPLAN, JUSTIN, MARC | I | BPCA MANAGEMENT, LLC | C | Control |
| KAPLAN, JUSTIN, MARC | I | BPCA MANAGEMENT, LLC | C | Control |
| KAPLAN, JUSTIN, MARC | I | BPCA MANAGEMENT, LLC | C | Control |
| KAPLAN, JUSTIN, MARC | I | BPCA MANAGEMENT, LLC | C | Control |
Registrations
Federal
IA
Nov 10, 2025 REGISTERED
Notice Filings (1)
CT
Address
285 RIVERSIDE AVENUESUITE 200
WESTPORT, CT 06880
United States
Phone: 203-652-8250