United States · Investor

Balance Point Capital

Filed with the SEC to raise a fund in Jan 2025, closing $51M. Last cheque observed Jun 2019.

QuietNew fund $51M, Jan 2025Private credit

GrowthBusiness ServicesConsumerFood & Beverage

Cheques on record
0%of best year0cheques in 12 months, 5 on record
Since the last cheque2681days00hrs00min00sec
Median round$38MCheque size, as they say$15M – $125MRounds led1 of 5Sole investor1 roundsMostly inUnited States, 100%
Pitch Balance Point Capital

Balance Point Capital highlights

  1. 01

    5 rounds on record

  2. 02

    Mostly Debt and Venture: 100% of its rounds

  3. 03

    Sole investor in 1 rounds, median $20M

What they do

DEBT First & Second Lien, Unitranche, Mezzanine $15-125M Investment Size Equity Structured, Preferred, Common $15-75M Investment SizeFrom their own website
Type
Private credit
Cheque size
$15M – $125M as they say
Stages
Growth
Sectors
Business ServicesConsumerFood & Beverage
Based in
Westport, United States
Cold pitches
Not stated

The record

Every round we can evidence, newest first5 appearances

  1. 2019

    1 round

  2. Jun
    BudderflyDebt · US · FinSMEs$55MLed
  3. 2016

    1 round

  4. Oct
    GigaTrustUS · FinSMEs$20MSole investor
  5. 2015

    2 rounds

  6. Jun
    Calhoun VisionDebt · US$17MWith 3 others
  7. Jun
    Calhoun VisionVenture · US$52MWith 3 others
  8. 2014

    1 round

  9. Sept
    Food EvolutionUSUndisclosedWith 1 other

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration21 named

AHAdam H. SauerteigMember of the General PartneriFiling they signed
ALAmanda Lauren MeltzerMember of the General PartneriFiling they signed
BLB. Lance Sauerteigof Balance Point Capital Managers, LLC, the general partneriFiling they signed
CRCatherine RotondoMember of the General PartneriFiling they signed
CMChris McAvoyMember of the General PartneriFiling they signed
DFDaniel FreshmanMember of the General PartneriFiling they signed
ELEd LeeMember of the General PartneriFiling they signed
GGGrant GroherMember of the General PartneriFiling they signed
JOJames O'ConnorMember of the General PartneriFiling they signed
JLJohn L. Ritterof Balance Point Capital Managers, LLC, the general partneriFiling they signed
JLJosh LyversMember of the General PartneriFiling they signed
JLJustin Lance KaplanManaging Member of the General PartneriFiling they signed
KBKelan BetancourtMember of the General PartneriFiling they signed
KRKellyn RiccitelliMember of the General PartneriFiling they signed
MKMelissa KorolyshunMember of the General PartneriFiling they signed
NDNathan D. ElliotMember of the General PartneriFiling they signed
NLNina LorussoMember of the General PartneriFiling they signed
SLS. Lindsay KoltayChief Financial OfficeriFiling they signed
SMSamrat MalhortaMember of the General PartneriFiling they signed
SLSeth Lance Alvordof Balance Point Capital Managers, LLC, the general partneriFiling they signed
WDWills DanielsonMember of the General PartneriFiling they signed

We also hold 44 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

What the register says

From the firm's own filings with the SEC, which it must file accurately by law

$2.4Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
Legal name
Balance Point Capital Advisors, LLC
SEC number
CRD 264789

Funds on its Form ADV

7 private funds, $2.0B in gross assets · filed Mar 2024

  1. Balance Point Capital Partners V, L.P.Private equity29 investors$662M
  2. Balance Point Capital Partners III, L.P.Private equity17 investors$444M
  3. Balance Point Capital Partners VI, L.P.Private equity30 investors$443M
  4. Balance Point Capital Partners IV, L.P.Private equity50 investors$290M
  5. Balance Point Capital Partners II, L.P.Private equity53 investors$159M
  6. Connecticut Growth Capital, LLCPrivate equity2 investors$28M
  7. Balance Point Capital Partners, L.P.Private equity35 investors$4.8M

Who they invest alongside

The investors most often in the same rounds as Balance Point Capital. A count of rooms they were both in, not a relationship either has claimed.

H.I.G. BioVenturesGrowth equity2rounds togetherLongitude CapitalVC firm2rounds togetherRA Capital ManagementPrivate equity2rounds together

Recently backed

The latest companies Balance Point Capital put money into.

Budderfly$55M · Jun 2019GigaTrust$20M · Oct 2016

Quick answers about Balance Point Capital

What does Balance Point Capital invest in?

Balance Point Capital invests most often at Debt and Venture (100% of the rounds on record), in sectors such as Business Services, Consumer and Food & Beverage.

How active is Balance Point Capital?

5 investments on record, 0 of them in the last 12 months, and it led 1. The most recent was in Jun 2019.

What has Balance Point Capital invested in recently?

Its most recent investments on record: Budderfly (Debt, Jun 2019) and GigaTrust (Undisclosed round, Oct 2016).

How big are Balance Point Capital's cheques?

The median round it joins is $38M. It says it writes cheques of $15M to $125M.

Does Balance Point Capital lead rounds?

Yes: it led 1 of its 5 investments on record (20%).

Where does Balance Point Capital invest?

Most of the companies it backs are in the United States (100%).

Is Balance Point Capital investing now?

No investments in the last 12 months; the latest was in Jun 2019.

Who does Balance Point Capital invest alongside?

Most often H.I.G. BioVentures (2 rounds together), Longitude Capital (2 rounds together) and RA Capital Management (2 rounds together).

Raising now?

Find the investors who back rounds like yours, and keep every conversation on one fundraising board.

Find similar investorsOpen your CRM

Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it