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Type	Result	AUM

Justin Kaplan
Firm	Balance Point Capital Advisors LLC
Address	285 Riverside Avenue Suite 200 Westport, CT 06880
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
Balance Point Capital Advisors LLC
Balance Point Capital Partners IV LP	021-353725	Executive Officer		85.9 M of 100.0 M	332.0 M
Balance Point Capital Partners III LP	021-289739	Executive Officer		375.7 M of 400.0 M	403.5 M
Balance Point Capital Partners II LP	021-232155	Executive Officer		81.0 M of 81.0 M	73.9 M
Balance Point Capital Partners III Feeder LP	021-310978	Executive Officer		of 75.0 M
Igenex Group LLC	021-247845	Executive Officer		13.5 M of 13.5 M
Bleuxus LLC	021-225026	Director		8.5 M of 8.5 M
BSP NY LLC
BNY Mellon-Alcentra Mezzanine III LP	021-142674	Executive Officer		130.8 M of 500.0 M	15.3 M

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