Balbec Capital Management LP

Overview

Balbec Capital Management LP is an SEC registered investment adviser based in Scottsdale, AZ, registered since 2016. It reports $8B in assets under management across 23 accounts, with 150 employees.

Reported AUM

$8B

Discretionary

92%

Accounts

23

Average account

$347M

Employees

150

Registered since

2016

Jurisdictions

1

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Portfolio Management for Businesses or Institutional Clients

Client types

• Pooled Investment Vehicles

Fee structure

Other Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 7

• Peter John Troisi Chief Executive Officer CRD 5251072
• Charles Joseph Rusbasan Executive Chairman CRD 2341939
• Warren Jeffrey Spector Chairman, Limited Partner CRD 1216931

4 more executive officers, with direct contact details

Location

Headquarters

7114 E Stetson Dr Ste 250
Scottsdale, AZ 85251

County

Maricopa

Metro area

Phoenix-Mesa-Chandler, AZ

Region

West

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: balbec.com

Every state, with registration dates

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