BALANCED VIEW CAPITAL, LLC

BALANCED VIEW CAPITAL, LLC is an SEC-registered investment adviser (CRD 170136). Regulatory assets under management: $20.6M.

Registration

• CRD: 170136
• Type: Registered investment adviser
• Phone: (203) 451-4456
• Latest filing: 2023-06-09
• Regulatory AUM: $20.6M
• Discretionary AUM: $20.6M
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170136 on SEC IAPD (source of record)
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