Balance Point Capital is a Connecticut-based alternative investment manager with a focus on the lower middle market, managing approximately $1.7 billion in total capital commitments. The firm employs a long-term, partnership-like approach to invest in a range of sectors, providing various flexible financing structures that meet the capital needs of its portfolio companies.
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(Latest available fund marks; returns metrics net of fees and expenses; fund size in billions)
Fund | Vintage | Mark | Size | Called | IRR | TVPI | DPI | RVPI |
---|---|---|---|---|---|---|---|---|
Balance Point Capital Partners III, L.P. | 2017 | Mar. '23 | $0.2 | 100.0% | 14.0% | 1.3 | 0.8 | 0.6 |
Balance Point Capital Partners III, L.P. | 2017 | Dec. '22 | $0.2 | 14.3% | 1.3 | 0.7 | 0.6 | |
Balance Point Capital Partners V, L.P. | 2021 | Jun. '22 | $0.4 | 41.4% | 14.0% | 1.1 | 0.1 | 0.9 |