BALANCE POINT CAPITAL ADVISORS, LLC of WESTPORT, CT is an SEC-registered investment adviser (CRD 264789). Regulatory assets under management: $2.4B.
Compensation: % of AUM, Performance, Other.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Seth Wales Alvord | MANAGING MEMBER; SHAREHOLDER | — |
| Angela Jude Derose | CHIEF COMPLIANCE OFFICER | — |
| Walter P Tsin | CHIEF FINANCIAL OFFICER | — |
| Amanda Lauren Meltzer | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| GILMORE JAMES FRANCIS | CHIEF COMPLIANCE OFFICER | — |
| EWASKO JASON MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| ALVORD SETH WALES | MANAGING MEMBER; SHAREHOLDER | — |
| SAUERTEIG BRIAN LANCE | MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| KAPLAN JUSTIN MARC | MEMBER; SHAREHOLDER | — |
| EHTISHAM SYEDUMAR FAISAL | CHIEF COMPLIANCE OFFICER | — |
| DALKIN JOCELYN M | CHIEF COMPLIANCE OFFICER | — |
| DALE ERIC J | CHIEF COMPLIANCE OFFICER | — |
| KOLTAY SUSAN LINDSAY | CHIEF FINANCIAL OFFICER | — |
| MELTZER AMANDA LAUREN | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| MELTZER AMANDA | CHIEF FINANCIAL OFFICER | — |