Balanced Horizon Partners
Join our exclusive private equity firm and
Partners
1
Strategy
We offer a well-proven strategy used by financial planners to ensure long-term growth and effective risk management
2
Opportunities
We leverage exclusive access to SME and FinTech startups and a strong network of entrepreneurs in Australia to generate even greater returns
3
Equity Firm
Balanced Horizon Partners is a private equity firm that aims to raise $25,000,000 AUD. We offer an exclusive opportunity for wholesale investors
4
For Who
Investors who qualify as sophisticated investors or have $2,500,000 in assets or earn $250,000 per year
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Join our exclusive investment pool and grow your wealth
Frequently Asked Questions
What are the withdrawal terms
Investors may redeem up to 20% of their investment annually, starting after the first full financial year.
Why not invest in more seasoned competitor?
Established private equity firms certainly have the experience and track record to deliver consistent returns. However, their services often come with high fees, and a substantial portion of any gains above the hurdle rate goes to the general partners. In some cases, they offer a fixed return to investors while retaining all profits beyond that threshold. At Balanced Horizon Partners, we take a different approach. Our success is tied to yours, with lower fees and a more equitable distribution of returns, ensuring you benefit more directly when we meet or exceed performance benchmarks.
Can you guarantee returns?
The portfolio is not immune to losses. Historical analysis indicates that negative returns may occur in 2 to 4 out of every 20 years, especially in more volatile market conditions. To mitigate this risk, we implement a comprehensive risk management strategy. While this approach may slightly temper positive returns, it is designed to protect the fund from substantial losses during periods of market turbulence, ensuring greater stability over the long term.
What do early stage investors gain?
Early-stage investors will join us as general partners, acquiring ordinary shares in the management company. These shares come with a revenue preference once returns surpass the hurdle rate. Additionally, investors will continue to benefit from the management company’s revenue even after they have withdrawn their funds, ensuring long-term value beyond their initial investment.
How can investor get more involved?
Early-stage investors, as ordinary shareholders, will be invited to our Annual General Meeting (AGM) and granted the opportunity to vote on key decisions. You will receive detailed information decks on potential SME investment opportunities and have a say in determining which ventures are pursued, ensuring your voice is heard in shaping the direction of the firm