RIA Intel›Advisers›Arizona›BALBEC CAPITAL MANAGEMENT LP

BALBEC CAPITAL MANAGEMENT LP

Advisory

N·SCOTTSDALE, AZ

Data as of Apr 27, 2026 · Source: SEC Form ADV

Total AUM

$8.0B

1-Year AUM Growth

+12.4%

3-Year CAGR

+7.2%

Employees

40

Assets Under Management

Total AUM$8.0B

Discretionary AUM$7.4B

Non-Discretionary AUM$613M

Discretionary %92.3%

Total Clients21

Team

Total Employees40

Investment Advisers150

Employee Growth (1Y)-9.5%

Filing History

Total Filings on Record16

First FilingNov 22, 2016

Latest FilingApr 27, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BALBEC CAPITAL MANAGEMENT LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.