Key facts
- Notable investors include Nassau Life Insurance Company.
- Status: Privately Held (no backing).
Leadership
- Angela DeRoseChief Compliance Officer
- Adam SauerteigPartner & Investment Committee Member
- Catherine ConnollyController
- Daniel FreshmanManaging Director
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Balance Point Capital
- ·The full record, as it builds
Funding rounds
No funding rounds for Balance Point Capital are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Balance Point Capital
Provider of debt and equity capital intended for lower middle market businesses in consumer, food and beverage, healthcare, media and information sector. The company provides capital structuring for unitranche, senior, junior and mezzanine debt as well as structured, preferred and common equity securities or any other combination, thereby helping its clients to find the right capital structure to support their objectives while putting a premium on flexibility, partnership and patience.
- Sector
- Financial Services
- HQ
- Westport, CT, United States
- Employees
- 25
- Website
- balancepointcapital.com/
- Ownership
- Privately Held (no backing)
Balance Point Capital doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Balance Point Capital shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Balance Point Capital in its N-PORT filings yet. We sweep new filings monthly.