# Balcony Partners, LLC

> Balcony Partners, LLC is a state-registered investment advisory firm in East Hampton, NY, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 157426
- Filed as: BALCONY PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: East Hampton, NY
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/157426
- AdvisorCensus page: https://advisorcensus.com/firm/balcony-partners-llc-east-hampton-ny-157426

## Quick answers

**How is Balcony Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Balcony Partners, LLC reports these compensation arrangements: performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Balcony Partners, LLC located?**
Balcony Partners, LLC's principal office is in East Hampton, NY, according to its Form ADV.

**Is Balcony Partners, LLC registered with the SEC or a state?**
Balcony Partners, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 157426.

**How much does Balcony Partners, LLC manage?**
Balcony Partners, LLC reports $6,823,764 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**Does Balcony Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/157426

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $6,823,764
- Discretionary: $6,823,764
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $6,823,764 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Balcony Partners, LLC (CRD 157426): Form ADV filing data as of October 2026.