{
  "crd_number": 325617,
  "slug": "balance-capital-partners-l-p-miami-fl-325617",
  "primary_business_name": "BALANCE CAPITAL PARTNERS L.P.",
  "legal_name": "BALANCE CAPITAL PARTNERS L.P.",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-08-05",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-29",
  "carried_forward": false,
  "raum_total": 195719725.0,
  "raum_discretionary": 195719725.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 195719725.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://linkedin.com/company/balance-capital-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325617",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/balance-capital-partners-l-p-miami-fl-325617",
  "display_name": "Balance Capital Partners L.P.",
  "summary": "Balance Capital Partners L.P. is an SEC-registered investment advisory firm in Miami, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.",
  "citation": "AdvisorCensus. Balance Capital Partners L.P. (CRD 325617): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Balance Capital Partners L.P. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Balance Capital Partners L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Balance Capital Partners L.P. located?",
      "a": "Balance Capital Partners L.P.'s principal office is in Miami, FL, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Balance Capital Partners L.P. registered with the SEC or a state?",
      "a": "Balance Capital Partners L.P. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 325617."
    },
    {
      "q": "How much does Balance Capital Partners L.P. manage?",
      "a": "Balance Capital Partners L.P. reports $195,719,725 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Balance Capital Partners L.P. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Does Balance Capital Partners L.P. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325617"
    },
    {
      "q": "What changed in Balance Capital Partners L.P.'s recent Form ADV filings?",
      "a": "In the July 2026 filing data: Added an office in New York, NY. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-04-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-01-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 195719725.0,
      "total_employees": 3,
      "filing_date": "2026-06-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Added an office in New York, NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/balance-capital-partners-l-p-miami-fl-325617.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 195719725.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325617",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}