Balcony Partners, LLC

Balcony Partners, LLC is a fee-only investment adviser registered with the securities regulator of New York, with its main office in East Hampton, New York. On its latest Form ADV, filed March 27, 2026, it reports $6.8M in regulatory assets under management and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: New York
Firm CRD number	157426 · SEC file 801-74685
Office	12 Gay Road Number 897 East Hampton, NY 11937
Phone	(612) 205-2995
Website	Not listed
Regulatory assets under management	$6.8M
Individual clients	Fewer than 5
Financial planning clients	0
How it charges	Not reported
Services	Portfolio management
Employees	2
Disciplinary disclosures	None reported
Latest Form ADV filing	March 27, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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