Balance Point Capital key facts
- Balance Point Capital is a other based in Westport, Connecticut with 3 tracked portfolio companies.
- Notable positions include ZBS Alliance Animal Health, Milton's Craft Bakers, Otter Learning.
- Balance Point Capital has 2 funds on record.
- The team roster lists 20 people.
About Balance Point Capital
Founded in 2007, Balance Point Capital is a private equity firm based in Westport, Connecticut. The firm seeks to invest in lower middle-market companies operating in business services, consumer, food, beverage, healthcare, media, information services, and technology-enabled services sectors. This firm is a Registered Investment Adviser (RIA).
Balance Point Capital portfolio at a glance
3 portfolio companies are on record for Balance Point Capital: ZBS Alliance Animal Health, Milton's Craft Bakers and Otter Learning.
Balance Point Capital funds
2 funds are on record for Balance Point Capital. The most recent is Balance Point Capital Partners VII (2026 vintage).
Balance Point Capital team
20 people are on record at Balance Point Capital: 5 associates, 4 managing partners, 2 partners, 2 principals and 7 others. Senior names include Daniel Freshman (Managing Director), Grant Groher (Senior Managing Director) and Kellyn Riccitelli (Head). 20 of them have a verified direct contact on file.
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Portfolio
3 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| ZBS Alliance Animal Health | — | ▮ | ▮ | ▮ |
| Milton's Craft Bakers | — | ▮ | ▮ | ▮ |
| Otter Learning | — | ▮ | ▮ | ▮ |
All 3 companies — valuations, dates and lead flags are a member feature Membership and data by Private Market View | ||||
Funds
2 recorded- Balance Point Capital Partners VII2026$51
- Balance Point Capital Partners VI2023$475
$526 raised across the 2 funds that report a size
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked about Balance Point Capital
- What companies does Balance Point Capital invest in?
- Balance Point Capital has 3 recorded portfolio companies, including ZBS Alliance Animal Health, Milton's Craft Bakers, Otter Learning.
- What is Balance Point Capital's AUM?
- Balance Point Capital manages approximately $2.1B in assets.