Investment adviser · CRD 130822
BALSON CAPITAL MANAGEMENT
Investment adviser filing (IA)
BALSON PAUL JOHN
· Form ADV filed Jun 30, 2020
- Regulatory AUM
- $203M Form ADV · Item 5.F
- Client accounts
- 67 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | Fewer than 5 | $121,788,100 | 60.0% |
| High-net-worth individuals | 24 | $73,923,600 | 36.4% |
| Charities | Fewer than 5 | $6,537,700 | 3.2% |
| Individuals | Fewer than 5 | $875,900 | 0.4% |
Filing source
Form ADV 1441915 · Jun 30, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 30, 2020. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
CRD 130822
Filing source
Form ADV 1441915 · Jun 30, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.