# BALANCE CAPITAL PARTNERS L.P.

BALANCE CAPITAL PARTNERS L.P. of MIAMI, FL is an SEC-registered investment adviser.

## Registration

- CRD: 325617
- Type: SEC-registered investment adviser
- SEC file number: 801-136938
- Location: 3350 VIRGINIA STREET, 2ND FLOOR, MIAMI, FL, 33133
- Phone: 646-970-4008
- Latest filing: 2026-06-29
- Regulatory AUM: $195.7M
- Discretionary AUM: $195.7M
- Clients: 3
- Accounts: 2

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Melissa Hurst Wheeler | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | — |
| Tariq Nmn Barma | MANAGING MEMBER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER, LIMITED PARTNER; MANAGING PARTNER & CHIEF COMPLIANCE OFFICER, LIMITED PARTNER (+1 more) | — |
| Ali M Carim | MANAGING MEMBER; MANAGING PARTNER, LIMITED PARTNER | — |
| BARMA TARIQ | MANAGING MEMBER | — |
| CARIM ALI | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325617/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325617/similar
- Related entities: https://search.stillhousedata.com/firm/325617/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325617

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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.