Managing Partner, Limited Partner · Balance Capital Partners L.P.
Ali M Carim
CRD 7709838 · Named on Form ADV at one SEC-registered adviser
At a glance
Balance Capital Partners L.P., an SEC-registered private fund adviser based in Miami, FL with $196 million in regulatory assets, lists Ali M Carim on its Form ADV as Managing Partner, Limited Partner, a control person.
Firms and roles
- Balance Capital Partners L.P.Managing Partner, Limited PartnerPrivate fund adviser · Miami, FL · $196M in regulatory assets
AtlasMembers
Ali’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Tariq N. BarmaManaging Partner, Limited Partner, Balance Capital Partners L.P.
- Melissa H. WheelerChief Compliance Officer, Chief Operating Officer, Balance Capital Partners L.P.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ali’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.