BALBEC CAPITAL MANAGEMENT LP

7114 E Stetson Drive
Suite 250
Scottsdale, Arizona 85251
Tel: 602-802-8300

About BALBEC CAPITAL MANAGEMENT LP

BALBEC CAPITAL MANAGEMENT LP, formally registered with the SEC as BALBEC CAPITAL MANAGEMENT LP. The firm was established in 12/16/2016. They have over 5 offices throughout the country.

BALBEC CAPITAL MANAGEMENT LP is a Scottsdale, Arizona based Financial Planning firm with nearly $6,370,551,613 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 105 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284363
SEC#	801-108741
Assets Managed by Firm	$6,370,551,613
No. of Clients	20
No. of Advisors	105

Fee Structure

A percentage of AUM
Performance Based
Other (ASSET MANAGEMENT FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (NON-DISCRETIONARY ADVISORY SERVICES TO SEPARATELY MANAGED ACCOUNT)

Firm Client Information

	No. of Clients	AUM
Firm Total	20	$6,370,551,613

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