Balance Point Capital Advisors LLC
Legal Name: BALANCE POINT CAPITAL ADVISORS, LLC
285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT
203-652-8250
http://www.balancepointcapital.com/
Frequently Asked Questions (FAQ)
Full Contact Details
Balance Point Capital Advisors LLC
285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT
203-652-8250
203-716-9828
Other Info
Balance Point Capital Advisors LLC, a Delaware Limited Liability Company, is an advisory firm currently employing 12 individuals, with 9 team members working in advisory roles. The total number of the firm's clients remains undisclosed, but its registration with the SEC was approved on July 24, 2015.
Direct Owners
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BRIAN LANCE SAUERTEIG
MEMBER owns more than 10% but less than 25%
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JOCELYN M DALKIN
CHIEF COMPLIANCE OFFICER owns less than 5%
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JUSTIN MARC KAPLAN
MEMBER owns more than 10% but less than 25%
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SETH WALES ALVORD
MANAGING MEMBER owns more than 50% but less than 75%
Marketers
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LAZARD FRERES & CO. LLC
United States