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BALANCE CAPITAL PARTNERS L.P.

MIAMI, FL · CRD 325617 · IAPD ↗ · 646-970-4008

$195.7MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
September 2026 — BALANCE CAPITAL PARTNERS L.P. (MIAMI, FL) is newly SEC-registered with $195.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.