DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Balance Point Capital Advisors, LLC Firm · Private equity · matched Balance Point Capital Ct Advisors, LLC (relying Adviser) | Middle market | Westport, | $2.0B | 84 | 7 | 28 | 2024 | |
Balance Point Capital Partners, LP Fund · Private equity · Balance Point Capital Advisors, LLC Also on RIA / Wealth Management | $126M | |||||||
| Westport, | $226M | 255 | 2025 | |||||
| Westport, | $281M | 136 | 2020 | |||||
BALANCE POINT CAPITAL PARTNERS V, LP Fund · RIA / Wealth · BALANCE POINT CAPITAL ADVISORS, LLC Also on Private Equity | $662M | 29 | 2021 | |||||
| Westport, | $103M | 2015 | ||||||
BALANCE POINT CAPITAL PARTNERS IV, LP Fund · RIA / Wealth · BALANCE POINT CAPITAL ADVISORS, LLC Also on Private Equity | $290M | 50 | 2021 | |||||
BALANCE POINT CAPITAL PARTNERS III, L.P. Fund · RIA / Wealth · BALANCE POINT CAPITAL ADVISORS, LLC Also on Private Equity | $444M | 17 | 2018 | |||||
BALANCE POINT CAPITAL PARTNERS II, LP Fund · RIA / Wealth · BALANCE POINT CAPITAL ADVISORS, LLC Also on Private Equity | $159M | 53 | 2015 | |||||
BALANCE POINT CAPITAL PARTNERS VI, LP Fund · RIA / Wealth · BALANCE POINT CAPITAL ADVISORS, LLC Also on Private Equity | $443M | 30 | 2024 | |||||
| $17B | 9 | 23 | ||||||
Balance Point Capital Connecticut Growth Fund, LLC Fund · Private equity · Balance Point Capital Advisors, LLC Also on RIA / Wealth Management | $75.2M | 2015 | ||||||
| Westport, | ||||||||
| $880M | 1 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.