BALFOUR CAPITAL MANAGEMENT

BALFOUR CAPITAL MANAGEMENT is an SEC-registered investment adviser (CRD 285590). Regulatory assets under management: $6.8M.

Registration

• CRD: 285590
• Type: Registered investment adviser
• Phone: 585-230-6986
• Latest filing: 2026-03-03
• Regulatory AUM: $6.8M
• Discretionary AUM: $6.8M
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285590 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search