Horizon Technology Finance

Overview

Horizon Technology Finance is an SEC registered investment adviser based in Farmington, CT, registered since 2010. It reports $811M in assets under management across 1 accounts, with 23 employees.

Reported AUM

$811M

Discretionary

100%

Accounts

1

Employees

23

Registered since

2010

Jurisdictions

7

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Management for Investment Companies

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 3 of 5

• Michael Phillip Balkin Chief Executive Officer CRD 1029829
• Daniel Raffaele Trolio Executive Vice President, Chief Financial Officer CRD 3142899
• John Carson Bombara Chief Compliance Officer CRD 5759035

2 more executive officers, with direct contact details

Location

Headquarters

312 Farmington Ave
Farmington, CT 06032

County

Capitol

Metro area

Hartford-East Hartford-Middletown, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: horizontechfinance.com

Every state, with registration dates

Similar firms near Farmington

• New England Asset Management, Inc.Farmington, CT$112B AUM
• Symetra Investment Management CompanyFarmington, CT$88.8B AUM
• Connecticut Wealth Management, LLCFarmington, CT$4.5B AUM
• MJP Wealth AdvisorsFarmington, CT$1.6B AUM
• Pasi Investments, LLCFarmington, CT$676M AUM