Balance Point Capital Partners IV, L.P.
Managed by Balance Point Capital · www.balancepointcapital.com
License 05/51-9928
Firm overview
From public sources (https://www.balancepointcapital.com)
Balance Point Capital is a Westport, Connecticut-based registered investment adviser founded in 2007 that provides creative and flexible capital solutions to portfolio companies and investment partners. The firm offers both debt and equity financing across first and second lien loans, unitranche, mezzanine, and various equity arrangements, with total capital commitments of $2.1 billion and over 100 investments completed. Balance Point typically invests in companies with $10-150 million in revenue and $5-30 million in EBITDA across business services, consumer goods, food and beverage, healthcare, media, and tech-enabled services.
Other funds in the Balance Point Capital family
Grouped by manager firm match in the SBA directory.
| Fund | Vintage | Size | Status |
|---|---|---|---|
| Balance Point Capital Partners II, L.P. | 2015 | $100M-$200M | Licensed — Not Investing |
Team (16)
Source: Public · https://www.balancepointcapital.com/team
| Name | Title | Location | |
|---|---|---|---|
| Demo Employee 1046 | Partner, Investment Committee Member | Westport, CT | |
| Demo Employee 1525 | Vice President | Westport, CT | |
| Demo Employee 1633 | Principal | Westport, CT | |
| Demo Employee 1812 | Managing Director | Westport, CT | |
| Demo Employee 1887 | Chief Compliance Officer | Westport, CT | |
| Demo Employee 2439 | Managing Director, Head of Investor Relations | Westport, CT | |
| Demo Employee 2470 | Controller | Westport, CT | |
| Demo Employee 2521 | Vice President | Westport, CT | |
| Demo Employee 2716 | Managing Partner, Investment Committee Member | Westport, CT | |
| Demo Employee 2893 | Senior Associate | Westport, CT | |
| Demo Employee 335 | Chief Financial Officer | Westport, CT | |
| Demo Employee 52 | Senior Managing Director | Westport, CT | |
| Demo Employee 686 | Senior Associate | Westport, CT | |
| Demo Employee 755 | Associate | Westport, CT | |
| Demo Employee 761 | Partner, Head of Portfolio Management | Westport, CT | |
| Demo Employee 864 | Principal | Westport, CT |
Publicly disclosed portfolio (32)
Source: Public, every row cites its source URL. No exact deal terms unless disclosed.
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