BALCONY PARTNERS, LLC

NEW YORK, New York·1 registered advisor·CRD# 157426
SEC# 801-74685212-252-2248
01

Firm Overview

AUM
$25M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at BALCONY PARTNERS, LLC

1 registered advisor
Logan Nathan Sugarman
NEW YORK, New York
05

Office Locations

NEW YORK, New York
1 advisor

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Data sourced from SEC Form ADV filings. BALCONY PARTNERS, LLC (CRD# 157426) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.