Balcony Partners, LLC

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Client assets under management

$6,823,764

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Investment Manager

May not manage individual clients

Clients per advisor

Very Low

Average account size

$6,823,764

About

Balcony Partners is a small, discretionary investment adviser with two managing members and approximately $6.8 million in assets under management. The firm provides portfolio management for individuals, small businesses and institutional clients and also manages accounts for the firm’s principals.

Balcony invests primarily in U.S.-listed equities and exchange-traded funds, using quantitative screens together with fundamental and technical analysis to pursue both long-term appreciation and short-term opportunistic trades. Its playbook includes long/short equity strategies, use of leveraged and inverse ETFs, options and short selling, and the firm notes that its strategies can involve frequent trading.

What distinguishes Balcony from many peers is that it may assess performance-based compensation for certain clients in addition to asset-based fees, and it maintains written policies intended to address the conflicts that can arise from differing fee arrangements. The principals also maintain outside business activities that represent a meaningful portion of their time, and Balcony relies on custodial statements rather than providing regular in‑house account reports.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Concentrated stock management

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $50 million: 1.50% per annum $50 million+: 1.25% per annum

Performance-based

20.00% of net annual performance (capital gains/capital appreciation), typically for clients with net worth exceeding $1,500,000, subject to high-water mark

Other

Account minimum: $1,000,000 Fee-only: 1.25% to 1.50% of assets under management per annum, negotiable

Main office location

Balcony Partners, LLC

12 Gay Road, Number 897

East Hampton NY 11937, United States

Number of offices

Most active in

New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

612-205-2995

Advisors at this firm

Craig G

Series 63, Series 65

East Hampton, NY

Balcony Partners, LLC

Craig Greenwald is a financial advisor at Balcony Partners, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Eisler Capital (US) LLC and Heron Bay Capital LLC. He has been associated with Balcony Partners since 2011. Balcony Partners provides discretionary portfolio management for individual investors, small businesses, and institutional clients, tailoring portfolios to client needs without participating in wrap fee programs. The firm employs a combination of quantitative screens, fundamental valuation, and technical analysis to manage U.S.-listed equities and ETFs, utilizing strategies such as long/short equity trading, leveraged and inverse ETFs, listed options, and short positions.

Active portfolio management Options & derivatives strategies Concentrated stock management Founder/Business Owner

Logan S

CFA®

East Hampton, NY

Balcony Partners, LLC

Logan Sugarman is a CFA® charterholder with 1 year of industry experience, currently serving as an advisor at Balcony Partners, LLC in East Hampton, NY. He has been with Balcony Partners since 2011. Outside of his advisory role, Sugarman is the founder of Refresh Software Inc, a software-as-a-service company focused on HR and insurance. Balcony Partners provides discretionary portfolio management for individual investors, small businesses, and institutional clients, tailoring portfolios to client needs without participating in wrap fee programs. The firm combines quantitative screening, fundamental valuation, and technical analysis to manage U.S.-listed equities and ETFs, employing strategies such as long/short equity trading, leveraged and inverse ETFs, listed options, and short positions.

Active portfolio management Options & derivatives strategies Concentrated stock management Founder/Business Owner

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