Data / Investment advisers / Florida / Balance Capital Partners L.P.
Balance Capital Partners L.P., Miami, FL: $196 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Balance Capital Partners L.P. is an SEC registered investment adviser with its main office in Miami, Florida and reports $196 million in regulatory assets under management in its Form ADV filed June 29, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
The request: Watch Balance Capital Partners L.P. (CRD number 325617): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 325617
- SEC file number
- 801-136938
- SEC status
- Approved, effective August 5, 2026
- Main office
- 3350 Virginia Street 2nd Floor, Miami, FL 33133
- Phone
- (646) 970-4008
- Regulatory AUM
- $195,719,725 in the Form ADV filed June 29, 2026
- Discretionary AUM
- $195,719,725
- Accounts
- 2
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 2 hedge funds
- Gross assets of private funds
- $195,719,725
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $195.7 million |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Guardant Wealth Advisors | Miami | $204.4 million | Not listed | adviserinfo.sec.gov |
| Alianza Corp. Investment Advisor | Miami | $204.1 million | Not listed | adviserinfo.sec.gov |
| Simetria Advisory Group LLC | Miami | $201.6 million | Not listed | adviserinfo.sec.gov |
| Level One Fund | Miami | $201.5 million | 2 | adviserinfo.sec.gov |
| Saul Wealth Advisors, LLC | Miami | $201.5 million | Not listed | adviserinfo.sec.gov |
| Numa | Miami | $192.7 million | Not listed | adviserinfo.sec.gov |
| Calumet Capital Partners LLC | Miami | $191 million | Not listed | adviserinfo.sec.gov |
| Amicorp Wealth Services | Miami | $188.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Balance Capital Partners L.P. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.