# BALANSTONE, LLC

BALANSTONE, LLC of NEWTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 242796
- Type: SEC-registered investment adviser
- Location: 275 GROVE STREET, NEWTON, MA, 02466
- Phone: 617-958-1490
- Latest filing: 2026-03-10
- Regulatory AUM: $10.8M
- Discretionary AUM: $10.8M
- Clients: 1
- Accounts: 9

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Pooled vehicles, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/242796/brochure
- Similar advisers: https://search.stillhousedata.com/firm/242796/similar
- Related entities: https://search.stillhousedata.com/firm/242796/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/242796

---

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.