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  5. BALANCE POINT CAPITAL ADVISORS, LLC

BALANCE POINT CAPITAL ADVISORS, LLC

Company Details

Entity Name: BALANCE POINT CAPITAL ADVISORS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 02 Aug 2011
Business ALEI: 1044781
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 285 RIVERSIDE AVENUE SUITE 200 SUITE 200, WESTPORT, CT, 06880, United States
Mailing address: 285 RIVERSIDE AVENUE SUITE 200 SUITE 200, WESTPORT, CT, United States, 06880
Mailing jurisdiction address: 1313 N. MARKET STREET SUITE 5100, WILMINGTON, DE, 19801, United States
ZIP code: 06880
County: Fairfield
Place of Formation: DELAWARE
E-Mail: ameltzer@balancepointcapital.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN 2023 452494386 2024-07-23 BALANCE POINT CAPITAL ADVISORS, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 2036528262
Plan sponsor’s address 285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2024-07-23
Name of individual signing AMANDA MELTZER
Valid signature Filed with authorized/valid electronic signature
BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN 2022 452494386 2023-06-28 BALANCE POINT CAPITAL ADVISORS, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 2036528262
Plan sponsor’s address 285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2023-06-28
Name of individual signing AMANDA MELTZER
Valid signature Filed with authorized/valid electronic signature
BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN 2021 452494386 2022-08-01 BALANCE POINT CAPITAL ADVISORS, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 2036528262
Plan sponsor’s address 285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2022-08-01
Name of individual signing MAURA MEEHAN
Valid signature Filed with authorized/valid electronic signature
BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN 2020 452494386 2021-06-28 BALANCE POINT CAPITAL ADVISORS, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 2036528262
Plan sponsor’s address 285 RIVERSIDE AVENUE,, SUITE 200, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2021-06-28
Name of individual signing S. LINDSAY KOLTAY
Valid signature Filed with authorized/valid electronic signature
BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN 2020 452494386 2021-06-23 BALANCE POINT CAPITAL ADVISORS, LLC 15
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 2036528262
Plan sponsor’s address 285 RIVERSIDE AVENUE,, SUITE 200, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2021-06-23
Name of individual signing S. LINDSAY KOLTAY
Valid signature Filed with incorrect/unrecognized electronic signature
Role Employer/plan sponsor
Date 2021-06-23
Name of individual signing MAURA MEEHAN
Valid signature Filed with authorized/valid electronic signature
BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN 2019 452494386 2020-07-29 BALANCE POINT CAPITAL ADVISORS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 2036528262
Plan sponsor’s address 285 RIVERSIDE AVENUE,, SUITE 200, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2020-07-29
Name of individual signing S. LINDSAY KOLTAY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-29
Name of individual signing MAURA MEEHAN
Valid signature Filed with authorized/valid electronic signature
BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN 2018 452494386 2019-10-15 BALANCE POINT CAPITAL ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 2036528262
Plan sponsor’s address 285 RIVERSIDE AVENUE,, SUITE 200, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2019-10-15
Name of individual signing B LANCE SAUERTEIG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-15
Name of individual signing B LANCE SAUERTEIG
Valid signature Filed with authorized/valid electronic signature
BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN 2017 452494386 2018-09-19 BALANCE POINT CAPITAL ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 2036528253
Plan sponsor’s address 285 RIVERSIDE AVENUE, SUITE 20, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2018-09-19
Name of individual signing B. LANCE SAUERTEIG
Valid signature Filed with authorized/valid electronic signature
BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN 2016 452494386 2017-07-12 BALANCE POINT CAPITAL ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 2036528253
Plan sponsor’s address 285 RIVERSIDE AVENUE, SUITE 20, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2017-07-12
Name of individual signing B. LANCE SAUERTEIG
Valid signature Filed with authorized/valid electronic signature
BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN 2015 452494386 2016-07-18 BALANCE POINT CAPITAL ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 2036528262
Plan sponsor’s address 285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2016-07-18
Name of individual signing B. LANCE SAUERTEIG
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
R&C SERVICE COMPANY Agent

Officer

Name Role Business address Residence address
SETH W. ALVORD Officer 285 Riverside Ave, Suite 200, WESTPORT, CT, 06880, United States 370 Wahackme Rd, New Canaan, CT, 06840-3936, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012733326 2024-08-14 No data Mass Agent Change � Address Agent Address Change No data
BF-0012297769 2024-03-19 No data Annual Report Annual Report No data
BF-0011424762 2023-05-04 No data Annual Report Annual Report No data
BF-0010324994 2022-05-16 No data Annual Report Annual Report 2022
0007335322 2021-05-13 No data Annual Report Annual Report 2021
0006896601 2020-05-01 No data Annual Report Annual Report 2018
0006896603 2020-05-01 No data Annual Report Annual Report 2019
0006896589 2020-05-01 No data Annual Report Annual Report 2013
0006896606 2020-05-01 No data Annual Report Annual Report 2020
0006896596 2020-05-01 No data Annual Report Annual Report 2015

Related by officers

SETH W. ALVORD

BALANCE POINT CAPITAL MANAGERS, LLC BP COMPASS ADVISORS LLC BALANCE POINT CAPITAL CT ADVISORS, LLC

Related by address

285 RIVERSIDE AVENUE SUITE 200 SUITE 200, WESTPORT, CT, United States, 06880

FIRST NEW ENGLAND CAPITAL III, LIMITED PARTNERSHIP BALANCE POINT CAPITAL CT ADVISORS, LLC

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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