Overview
Assets Under Management: $1.1 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 22
Average Client Assets: $13.3 million
Frequently Asked Questions
BALTER CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143880), BALTER CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
BALTER CAPITAL MANAGEMENT LLC is headquartered in BOSTON, MA.
BALTER CAPITAL MANAGEMENT LLC serves 22 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, BALTER CAPITAL MANAGEMENT LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
BALTER CAPITAL MANAGEMENT LLC manages $1.1 billion in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, BALTER CAPITAL MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.78%
Average Client Assets: $13.3 million
Total Client Accounts: 41
Discretionary Accounts: 20
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 143880
Filing ID: 1200712
Last Filing Date: 2018-03-29 11:46:00