BALANSTONE, LLC

BALANSTONE, LLC of NEWTON, MA is an SEC-registered investment adviser (CRD 242796). Regulatory assets under management: $10.8M.

Registration

• CRD: 242796
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 242796 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search