# Balance Point Capital: portfolio, investments and team > Balance Point Capital is a private credit based in United States. 5 investments on record, latest Jun 2019. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/balance-point-capital (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Balance Point Capital Filed with the SEC to raise a fund in Jan 2025, closing $51M. Last cheque observed Jun 2019. Email Quiet New fund $51M, Jan 2025 Private credit Growth Business Services Consumer Food & Beverage Follow Balance Point Capital and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fbalance-point-capital) Cheques on record **0%** of best year **0** **cheques in 12 months**, 5 on record Since the last cheque **2681** days **00** hrs **00** min **00** sec Median round **$38M** Cheque size, as they say **$15M – $125M** Rounds led **1 of 5** Sole investor **1 rounds** Mostly in **United States, 100%** Pitch Balance Point Capital ## Balance Point Capital highlights - 01 5 rounds on record - 02 Mostly Debt and Venture: 100% of its rounds - 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 Size From their own website - **Type:** Private credit - **Cheque size:** $15M – $125M as they say - **Stages:** Growth - **Sectors:** Business Services Consumer Food & Beverage - **Based in:** Westport, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **5 appearances** - **2019** 1 round - **Jun** **[Budderfly](https://millionrounds.com/company/budderfly)** Debt · US · FinSMEs **$55M** *Led* - **2016** 1 round - **Oct** **[GigaTrust](https://millionrounds.com/company/gigatrust)** US · FinSMEs **$20M** Sole investor - **2015** 2 rounds - **Jun** **[Calhoun Vision](https://millionrounds.com/company/calhoun-vision)** Debt · US **$17M** With 3 others - **Jun** **[Calhoun Vision](https://millionrounds.com/company/calhoun-vision)** Venture · US **$52M** With 3 others - **2014** 1 round - **Sept** **[Food Evolution](https://millionrounds.com/company/food-evolution)** US **Undisclosed** With 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 registration **21 named** AH **Adam H. Sauerteig** Member of the General Partner i Filing they signed AL **Amanda Lauren Meltzer** Member of the General Partner i Filing they signed BL **B. Lance Sauerteig** of Balance Point Capital Managers, LLC, the general partner i Filing they signed CR **Catherine Rotondo** Member of the General Partner i Filing they signed CM **Chris McAvoy** Member of the General Partner i Filing they signed DF **Daniel Freshman** Member of the General Partner i Filing they signed EL **Ed Lee** Member of the General Partner i Filing they signed GG **Grant Groher** Member of the General Partner i Filing they signed JO **James O'Connor** Member of the General Partner i Filing they signed JL **John L. Ritter** of Balance Point Capital Managers, LLC, the general partner i Filing they signed JL **Josh Lyvers** Member of the General Partner i Filing they signed JL **Justin Lance Kaplan** Managing Member of the General Partner i Filing they signed KB **Kelan Betancourt** Member of the General Partner i Filing they signed KR **Kellyn Riccitelli** Member of the General Partner i Filing they signed MK **Melissa Korolyshun** Member of the General Partner i Filing they signed ND **Nathan D. Elliot** Member of the General Partner i Filing they signed NL **Nina Lorusso** Member of the General Partner i Filing they signed SL **S. Lindsay Koltay** Chief Financial Officer i Filing they signed SM **Samrat Malhorta** Member of the General Partner i Filing they signed SL **Seth Lance Alvord** of Balance Point Capital Managers, LLC, the general partner i Filing they signed WD **Wills Danielson** Member of the General Partner i Filing 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 **$2.4B** assets it manages Oct 2026 **Registered** investment adviser full 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 - Balance Point Capital Partners V, L.P. *Private equity* 29 investors $662M - Balance Point Capital Partners III, L.P. *Private equity* 17 investors $444M - Balance Point Capital Partners VI, L.P. *Private equity* 30 investors $443M - Balance Point Capital Partners IV, L.P. *Private equity* 50 investors $290M - Balance Point Capital Partners II, L.P. *Private equity* 53 investors $159M - Connecticut Growth Capital, LLC *Private equity* 2 investors $28M - Balance Point Capital Partners, L.P. *Private equity* 35 investors $4.8M New fund on file **$51M** raised in Jan 2025 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Growth Median round joined **$38M** the round, not its cheque Alone, median **$20M** Led 1 of 5 rounds **20%** - **Said size:** $15M – $125M - **Sole investor:** 1 rounds - **Last cheque:** Jun 2019 Rounds by stage said on their site - Debt *2* - Venture *1* - Growth said *-* Cheques by year Led Joined 2014 2019 Often in the room with - [H.I.G. BioVentures](https://millionrounds.com/fund/h-i-g-bioventures) 2 - [Longitude Capital](https://millionrounds.com/fund/longitude-capital) 2 - [RA Capital Management](https://millionrounds.com/fund/ra-capital-management) 2 **Pitching Balance Point Capital?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## 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. BioVentures** Growth equity **2** rounds together](https://millionrounds.com/fund/h-i-g-bioventures)[**Longitude Capital** VC firm **2** rounds together](https://millionrounds.com/fund/longitude-capital)[**RA Capital Management** Private equity **2** rounds together](https://millionrounds.com/fund/ra-capital-management) ## Recently backed The latest companies Balance Point Capital put money into. [**Budderfly** $55M · Jun 2019](https://millionrounds.com/company/budderfly)[**GigaTrust** $20M · Oct 2016](https://millionrounds.com/company/gigatrust) ## 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](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=balance-point-capital) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=balance-point-capital)