Balbec Capital Management LP
Scottsdale, AZ·SEC-registered · CRD #284363
Balbec Capital Management LP is an SEC-registered investment advisory firm in Scottsdale, AZ managing $8.0B across 24 client accounts, with 40 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$8.0B
Client accounts
24
Advisory staff
40
Fee model
Fee-only
How Balbec Capital Management LP is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Balbec Capital Management LP
How much does Balbec Capital Management LP manage?
Per its most recent SEC Form ADV filing (04/27/2026), Balbec Capital Management LP reports $8.0B in regulatory assets under management across roughly 24 client accounts.
How does Balbec Capital Management LP charge?
Balbec Capital Management LP is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Balbec Capital Management LP a fiduciary?
Yes. Balbec Capital Management LP is registered with the U.S. Securities and Exchange Commission (CRD #284363), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Balbec Capital Management LP taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Balbec Capital Management LP and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Balbec Capital Management LP's public SEC Form ADV filing (CRD #284363, filed 04/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Balbec Capital Management LP. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Balbec Capital Management LP? Claim this profile.