B
$6.8M Total AUM
$6.8M Disc. AUM
-- 3Y CAGR
2 Employees
1 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-14-2018
- Office Locations
- 1
Office Locations
12 GAY Road Number 897 East Hampton NY
About Balcony Partners, LLC
Balcony Partners, LLC is a East Hampton-based RIA. The firm has been operating for 8 years. Managing $6.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
-- AVG AGE
$3.4M AVG AUM / ADVISOR
$6.8M AVG AUM / CLIENT
1.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CRAIG JAY GREENWALD
Chief Operating Officer, Managing Member
- CRD
- #2864197
- Ownership
- 50% but less than 75%
Available
Available
Available
L
LOGAN NATHAN SUGARMAN
Chief Compliance Officer, Chief Investment Officer
- CRD
- #3105968
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,823,764 | $12,621,660 |
| Non-Discretionary | $0 | -- |
| Total | $6,823,764 | $12,621,660 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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