Balance Point Capital Advisors
Private Equity SEC-registered adviser
Legal name: Balance Point Capital Advisors, LLC
Westport, CT Website
AUM
$2.4B
Regulatory AUM
Private funds
8
Private Equity 7 · Other 1
Private fund assets
$2.4B
Gross asset value
Employees
23
Last Form D raise
Jan 2025
Most recent fund filing
From SEC Form ADV filing (filed Apr 22, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
S
Funds(8)
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 Point Capital Partners VII, L.P. | Private Equity | $143.7M | $51.3M | 26 | Jan 2025 | Cool |
| Balance Point Capital Partners VI, LP | Private Equity | $699.3M | $386.0M | 27 | Dec 2024 | Cool |
| Balance Point Capital Partners VI Rated Note Feeder, L.P. | Private Equity | $699.3M | $67.5M | 3 | Dec 2024 | Cool |
| Balance Point Capital Partners V, LP | Private Equity | $771.9M | $577.4M | 31 | Sep 2021 | Cold |
| Balance Point Capital Partners IV, LP | Private Equity | $332.0M | $85.9M | 44 | Nov 2019 | Cold |
| Balance Point Capital Partners III, L.P. | Private Equity | $403.5M | $375.7M | 19 | Sep 2018 | Cold |
| Balance Point Capital Partners II, LP | Private Equity | $73.9M | $81.0M | 51 | Jan 2017 | Cold |
| Connecticut Growth Capital, LLC | Other | $17.7M | — | — | — |
Board seats(1)
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
Shares boards with
Firms whose people sit on the same company boards.
Regulatory identifiers
- CRD number
- 264789
- SEC file number
- 801-103476
Sources
- SEC Form ADV Oct 14, 2026