BALANZ ADVISORS LLC
Legal name: BALANZ
CRD #322263 SEC #801-126818 CORAL GABLES, FL 786 687-4066
SEC Registered
Total AUM
$165.3M
Discretionary
$20.4M
Employees
5
Clients
--
Accounts
64
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 18, 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 |
|---|---|---|---|---|
| GANTER, RICHARD, LEO | I | CEO, PRINCIPAL | NA | Control |
| GANTER, RICHARD, LEO | I | CEO, PRINCIPAL | NA | Control |
| GANTER, RICHARD, LEO | I | CEO, PRINCIPAL | NA | Control |
| GANTER, RICHARD, LEO | I | CEO, PRINCIPAL | NA | Control |
| GANTER, RICHARD, LEO | I | CEO, PRINCIPAL | NA | Control |
| GANTER, RICHARD, LEO | I | CEO, PRINCIPAL | NA | Control |
| GANTER, RICHARD, LEO | I | CEO, PRINCIPAL | NA | Control |
| GANTER, RICHARD, LEO | I | CEO, PRINCIPAL | NA | Control |
| GANTER, RICHARD, LEO | I | CEO, PRINCIPAL | NA | Control |
| GANTER, RICHARD, LEO | I | CEO, PRINCIPAL | NA | Control |
| GANTER, RICHARD, LEO | I | CEO, PRINCIPAL | NA | Control |
| GANTER, RICHARD, LEO | I | CEO, PRINCIPAL | NA | Control |
| GENDLER, GABRIEL, ENRIQUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GENDLER, GABRIEL, ENRIQUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GENDLER, GABRIEL, ENRIQUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GONZALES, PHILIPPE, ROGER | I | CCO | NA | Control |
| HWANG, ERIC, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HWANG, ERIC, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HWANG, ERIC, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUCIER, ALFRED, ARTHUR | I | MANAGING DIRECTOR | NA | Control |
| LUCIER, ALFRED, ARTHUR | I | MANAGING DIRECTOR | NA | Control |
| LUCIER, ALFRED, ARTHUR | I | MANAGING DIRECTOR | NA | Control |
| LUCIER, ALFRED, ARTHUR | I | MANAGING DIRECTOR | NA | Control |
| LUCIER, ALFRED, ARTHUR | I | MANAGING DIRECTOR | NA | Control |
| LUCIER, ALFRED, ARTHUR | I | MANAGING DIRECTOR | NA | Control |
| LUCIER, ALFRED, ARTHUR | I | MANAGING DIRECTOR | NA | Control |
| LUCIER, ALFRED, ARTHUR | I | MANAGING DIRECTOR | NA | Control |
| LUCIER, ALFRED, ARTHUR | I | MANAGING DIRECTOR | NA | Control |
| LUCIER, ALFRED, ARTHUR | I | MANAGING DIRECTOR | NA | Control |
| LUCIER, ALFRED, ARTHUR | I | MANAGING DIRECTOR | NA | Control |
| LUCIER, ALFRED, ARTHUR | I | MANAGING DIRECTOR | NA | Control |
| Morell, Marc, A | I | CCO | NA | Control |
| Morell, Marc, A | I | CCO | NA | Control |
| Morell, Marc, A | I | CCO | NA | Control |
| Morell, Marc, A | I | CCO | NA | Control |
| PIEDRAHITA, JORGE, A. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALANZ HOLDINGS US LLC | DE | SOLE MEMBER | E | Control |
| BALANZ HOLDINGS US LLC | DE | SOLE MEMBER | E | Control |
| BALANZ HOLDINGS US LLC | DE | SOLE MEMBER | E | Control |
| BALANZ HOLDINGS US LLC | DE | SOLE MEMBER | E | Control |
| BALANZ HOLDINGS US LLC | DE | SOLE MEMBER | E | Control |
| BALANZ HOLDINGS US LLC | DE | SOLE MEMBER | E | Control |
| BALANZ HOLDINGS US LLC | DE | SOLE MEMBER | E | Control |
| BALANZ HOLDINGS US LLC | DE | SOLE MEMBER | E | Control |
| BALANZ HOLDINGS US LLC | DE | SOLE MEMBER | E | Control |
| BALANZ HOLDINGS US LLC | DE | SOLE MEMBER | E | Control |
| BALANZ HOLDINGS US LLC | DE | SOLE MEMBER | E | Control |
| BALANZ HOLDINGS US LLC | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BERNARDEZ, JUAN, CARLOS | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BERNARDEZ, JUAN, CARLOS | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BERNARDEZ, JUAN, CARLOS | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BERNARDEZ, JUAN, CARLOS | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BERNARDEZ, JUAN, CARLOS | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BERNARDEZ, JUAN, CARLOS | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BERNARDEZ, JUAN, CARLOS | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BERNARDEZ, JUAN, CARLOS | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BERNARDEZ, JUAN, CARLOS | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BERNARDEZ, JUAN, CARLOS | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BERNARDEZ, OCTAVIO | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BERNARDEZ, OCTAVIO | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BERNARDEZ, OCTAVIO | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BERNARDEZ, OCTAVIO | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BERNARDEZ, OCTAVIO | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BERNARDEZ, OCTAVIO | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BERNARDEZ, OCTAVIO | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BERNARDEZ, OCTAVIO | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BERNARDEZ, OCTAVIO | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BERNARDEZ, OCTAVIO | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| PITA, ISABEL, NOEMI | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| PITA, ISABEL, NOEMI | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| PITA, ISABEL, NOEMI | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| PITA, ISABEL, NOEMI | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| PITA, ISABEL, NOEMI | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| PITA, ISABEL, NOEMI | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| PITA, ISABEL, NOEMI | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| PITA, ISABEL, NOEMI | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| PITA, ISABEL, NOEMI | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| PITA, ISABEL, NOEMI | I | BALANZ CAPITAL GROUP S.A. | F | Control |
| BALANZ CAPITAL GROUP S.A. | FE | BALANZ HOLDINGS US LLC | E | Control |
| BALANZ CAPITAL GROUP S.A. | FE | BALANZ HOLDINGS US LLC | E | Control |
| BALANZ CAPITAL GROUP S.A. | FE | BALANZ HOLDINGS US LLC | E | Control |
| BALANZ CAPITAL GROUP S.A. | FE | BALANZ HOLDINGS US LLC | E | Control |
| BALANZ CAPITAL GROUP S.A. | FE | BALANZ HOLDINGS US LLC | E | Control |
| BALANZ CAPITAL GROUP S.A. | FE | BALANZ HOLDINGS US LLC | E | Control |
| BALANZ CAPITAL GROUP S.A. | FE | BALANZ HOLDINGS US LLC | E | Control |
| BALANZ CAPITAL GROUP S.A. | FE | BALANZ HOLDINGS US LLC | E | Control |
| BALANZ CAPITAL GROUP S.A. | FE | BALANZ HOLDINGS US LLC | E | Control |
| BALANZ CAPITAL GROUP S.A. | FE | BALANZ HOLDINGS US LLC | E | Control |
| PORCEL, CLAUDIO, FEDERICO | I | BALANZ CAPITAL GROUP S.A. | C | Control |
| PORCEL, CLAUDIO, FEDERICO | I | BALANZ CAPITAL GROUP S.A. | C | Control |
| PORCEL, CLAUDIO, FEDERICO | I | BALANZ CAPITAL GROUP S.A. | C | Control |
| PORCEL, CLAUDIO, FEDERICO | I | BALANZ CAPITAL GROUP S.A. | C | Control |
| PORCEL, CLAUDIO, FEDERICO | I | BALANZ CAPITAL GROUP S.A. | C | Control |
| PORCEL, CLAUDIO, FEDERICO | I | BALANZ CAPITAL GROUP S.A. | C | Control |
| PORCEL, CLAUDIO, FEDERICO | I | BALANZ CAPITAL GROUP S.A. | C | Control |
| PORCEL, CLAUDIO, FEDERICO | I | BALANZ CAPITAL GROUP S.A. | C | Control |
| PORCEL, CLAUDIO, FEDERICO | I | BALANZ CAPITAL GROUP S.A. | C | Control |
| PORCEL, CLAUDIO, FEDERICO | I | BALANZ CAPITAL GROUP S.A. | C | Control |
Registrations
Federal
IA
Nov 18, 2025 REGISTERED
Notice Filings (6)
FL NJ NY SC UT VA
Address
2811 PONCE DE LEON BLVD.SUITE 710
CORAL GABLES, FL 33134
United States
Phone: 786 687-4066