Balance Legal Capital
Asset Manager Exempt reporting adviser
Legal name: Balance Legal Capital LLP
AUM
$368.3M
Private fund assets
Private funds
3
Other 3
Private fund assets
$368.3M
Gross asset value
Employees
—
Last Form D raise
Jul 2021
Most recent fund filing
From SEC Form ADV filing (filed Jul 1, 2026). View on SEC
People(6)
Owners and executive officers named on the firm's SEC Form ADV.
A
Director and Shareholder, Serpentine Lane Pty LTD AS Trustee of the Burnett Family Trust
J
K
O
R
S
Director and Shareholder, Serpentine Lane Pty LTD AS Trustee of the Burnett Family Trust
Funds(3)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Balance Legal Capital Fund II LP | Other | $164.2M | $111.6M | 8 | Jul 2021 | Cold |
| Balance Legal Capital Fund I LP | Other | $111.8M | $99.2M | 9 | Mar 2020 | Cold |
| Balance Legal Capital Fund III LP | Other | $92.3M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 309176
- SEC file number
- 802-118849
Sources
- SEC Form ADV Oct 14, 2026