# BALCONY PARTNERS, LLC

BALCONY PARTNERS, LLC of EAST HAMPTON, NY is an SEC-registered investment adviser.

## Registration

- CRD: 157426
- Type: SEC-registered investment adviser
- SEC file number: 801-74685
- Location: 12 GAY ROAD, EAST HAMPTON, NY, 11937
- Phone: 612-205-2995
- Latest filing: 2026-03-27
- Regulatory AUM: $6.8M
- Discretionary AUM: $6.8M
- Clients: 2
- Accounts: 1

## Business model

- Compensation: Performance
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| GREENWALD STEVEN JAY | CCO; COO, CCO, MANAGING MEMBER | — |
| SUGARMAN LOGAN NATHAN | CIO, MANAGING MEMBER; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157426/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157426/similar
- Related entities: https://search.stillhousedata.com/firm/157426/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157426

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.