# BALANCE POINT CAPITAL ADVISORS, LLC

BALANCE POINT CAPITAL ADVISORS, LLC of WESTPORT, CT is an SEC-registered investment adviser.

## Registration

- CRD: 264789
- Type: SEC-registered investment adviser
- SEC file number: 801-103476
- Location: 285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT, 06880
- Phone: 203-652-8250
- Latest filing: 2026-04-22
- Regulatory AUM: $2.4B
- Discretionary AUM: $2.4B
- Clients: 23
- Accounts: 7

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Investment cos

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| [Seth Wales Alvord](https://search.stillhousedata.com/person/675185) | MANAGING MEMBER; SHAREHOLDER | — |
| [Angela Jude Derose](https://search.stillhousedata.com/person/675186) | CHIEF COMPLIANCE OFFICER | — |
| [Walter P Tsin](https://search.stillhousedata.com/person/675187) | CHIEF FINANCIAL OFFICER | — |
| [Amanda Lauren Meltzer](https://search.stillhousedata.com/person/695833) | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| [GILMORE JAMES FRANCIS](https://search.stillhousedata.com/person/748286) | CHIEF COMPLIANCE OFFICER | — |
| [EWASKO JASON MICHAEL](https://search.stillhousedata.com/person/793727) | CHIEF COMPLIANCE OFFICER | — |
| [ALVORD SETH WALES](https://search.stillhousedata.com/person/815635) | MANAGING MEMBER; SHAREHOLDER | — |
| [SAUERTEIG BRIAN LANCE](https://search.stillhousedata.com/person/815636) | MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| [KAPLAN JUSTIN MARC](https://search.stillhousedata.com/person/815637) | MEMBER; SHAREHOLDER | — |
| [EHTISHAM SYEDUMAR FAISAL](https://search.stillhousedata.com/person/820371) | CHIEF COMPLIANCE OFFICER | — |
| [DALKIN JOCELYN M](https://search.stillhousedata.com/person/849202) | CHIEF COMPLIANCE OFFICER | — |
| [DALE ERIC J](https://search.stillhousedata.com/person/864196) | CHIEF COMPLIANCE OFFICER | — |
| [KOLTAY SUSAN LINDSAY](https://search.stillhousedata.com/person/864197) | CHIEF FINANCIAL OFFICER | — |
| [MELTZER AMANDA LAUREN](https://search.stillhousedata.com/person/867970) | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| [MELTZER AMANDA](https://search.stillhousedata.com/person/869962) | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/264789/brochure
- Similar advisers: https://search.stillhousedata.com/firm/264789/similar
- Related entities: https://search.stillhousedata.com/firm/264789/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/264789

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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.