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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-21-2015
- Office Locations
- 1
Office Locations
About Balanstone, LLC
Balanstone, LLC is a Newton, MA-based specialized investment advisor focused on fundamental, long-term equity investing aimed at growing intrinsic value. The firm constructs and manages a concentrated, long-horizon portfolio designed to complement client portfolios, with implementation that includes ETFs/public funds. Custody includes Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 9 clients, or 9 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ICHIRO SHAWN ISHIGURO
FOUNDER, President, Principal
- CRD
- #6521272
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,822,701 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,822,701 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Balanstone, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.