$10.8M Total AUM
$10.8M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
10 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- EagleElement
- Established Date
- 07-21-2015
- Office Locations
- 1
Office Locations
275 Grove Street Suite 2-400 Newton MA
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.
Team overview
-- AVG AGE
$10.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
10.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Delta capital Quantum summit Glacier unison Vector wave
Custodian
Bridge Radial Insight
Investment Themes
Prime Wave
Investment Vehicles
North radial Vertex
Services
Vital focus Pioneer Frontier element
Technology
Ember delta Summit
Owner & Executives
I
ICHIRO SHAWN ISHIGURO
FOUNDER, President, Principal
- CRD
- #6521272
- Ownership
- 75% or more
(248) 867-9767
unison.horizon@quantumcapital.com
in linkedin.com/in/matrix-beacon
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $10,822,701
Equity - Exchange:
61.1% Public Funds:
38.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,559,110,320 | 61.1% |
| Public Funds | $992,625,064 | 38.9% |
| Total | $2,551,735,384 | 100.0% |