Form D · Other Investment Fund

Balance Point Capital Partners VII, L.P.

Westport, CT · CIK 0002054176

Offering snapshot reported Jan 31, 2025 · SEC filing

Reported sold: $51.3M
Investors reported: 26
Minimum accepted: $0
First sale: Jan 24, 2025

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 31, 2025	Initial	$51,320,000	No comparison	26	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-536979

Source: Form D, filed Jan 31, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BALANCE POINT CAPITAL PARTNERS VII, L.P.

Investment adviser: BALANCE POINT CAPITAL ADVISORS, LLC

Gross asset value: $144M
Beneficial owners: 37
ADV minimum commitment: $500K

Reported in Form ADV on Apr 22, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STANDISH MANAGEMENT US, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Fund administrator WAYSTONE ADMINISTRATIVE SOLUTIONS US INC. FAIR LAWN, New Jersey, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor RSM US LLP STAMFORD, Connecticut, United States

Custodian KEYBANK NA WESTPORT, Connecticut, United States Related to adviser: No

Custodian TD BANK, N.A. WESTPORT, Connecticut, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

KEYBANK NA
LEI HUX2X73FUCYHUVH1BK78

TD BANK, N.A.
LEI 03D0JEWFDFUS0SEEKG89

Filing source

Form ADV 2097387 · Apr 22, 2026 · Schedule D 7.B.(1), fund 805-6375731279

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Balance Point Capital Partners, L.P.	Dec 10, 2012	$41,996,919	34
BALANCE POINT CAPITAL PARTNERS II, L.P.	Jan 4, 2017	$80,964,646	51
Balance Point Capital Partners III, L.P.	Sep 17, 2018	$375,747,000	19
Balance Point Capital Partners IV, L.P.	Nov 19, 2019	$85,876,289	44
Balance Point Capital Partners V, L.P.	Sep 15, 2021	$577,415,790	Not reported
Balance Point Capital Partners VI, L.P.	Dec 11, 2024	$386,000,000	27
Balance Point Capital Partners VII, L.P. (this fund)	Jan 31, 2025	$51,320,000	26

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Seth W. Alvord	Executive
Balance Point Capital Advisors, Llc	Executive
Balance Point Capital Managers Vii, Llc	Executive
Kelan Betancourt	Executive
Wills Danielson	Executive
Nathan D. Elliot	Executive
Daniel Freshman	Executive
Grant Groher	Executive
Melissa Korolyshun	Executive
Ed Lee	Executive
Nina Lorusso	Executive
Josh Lyvers	Executive
Samrat Malhorta	Executive
Chris Mc Avoy	Executive
Amanda Meltzer	Executive
Nassau Bpc Holdings, Llc	Executive
James O'connor	Executive
Kellyn Riccitelli	Executive
Catherine Rotondo	Executive
Adam H. Sauerteig	Executive
Seth W. Alvord 2021 Irrevocable Trust U/A Dated June 16, 2021	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

285 Riverside Avenue Suite 200
Westport, CT, 06880