BP
Balcony Partners, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 157426
· SEC file 801-74685
· East Hampton, NY
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $6.8M
- Discretionary
- $6.8M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 1
- Employees
- 2
AUM over time
$6.8M
$109M
Mar 19, 2012
Mar 27, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $6.8M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig Jay Greenwald | Coo, Cco, Managing Member | Feb 2011 (16y) | 50% – 75% | |
| Logan Nathan Sugarman | Cio, Managing Member | CFA | Feb 2011 (16y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗