AUMdb

Balance Legal Capital Llp

SEC-registered Investment Adviser CRD 309176 · SEC file 802-118849 · London · uk.linkedin.com
☆ Save with Pro ADV data as of Jul 01, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

Private funds (2)

Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $269M combined gross assets

FundTypeDomicileGross assetsOwners
Balance Legal Capital Fund Ii Lp Other Private Fund United Kingdom $166M 24
Balance Legal Capital Fund I Lp Other Private Fund United Kingdom $104M 14

Private funds (2, $269M gross assets)

FundTypeGross assetsMin. investmentOwners
Balance Legal Capital Fund Ii Lp Other Private Fund $166M $1.3M 24
Balance Legal Capital Fund I Lp Other Private Fund $104M $2.5M 14

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/01/2026 1.91 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

Not reported.

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: Jul 01, 2026.

View current Form ADV (SEC/IAPD) ↗