ADV disclosures

Balyasny Part 1 and brochure observations; 183 daily firm filing observations

From November 6 to 8, 2026, the total was 183 daily firm filing observations. Balyasny Asset Management L.P. was among the firms with Part 1 and brochure observations on November 6.

By Maya Chen··1 min read

The November 6–8, 2026, period included 183 daily firm filing observations. On November 6, Balyasny Asset Management L.P. had both a Part 1 observation and a Part 2 brochure observation.

Across the period, the observed categories included 183 Part 1 filings, 95 Part 2 brochures and 75 client relationship summaries. Categories can overlap, so these counts are not separate totals to add together. An observed document category does not establish that the document’s contents changed; the dates indicate when observations were recorded, not when firms submitted filings or regulators processed them.

ADV filing observations

The appendix lists all 183 daily firm filing observations from 11/06/2026 through 11/08/2026. An observation can include multiple document categories and does not by itself prove a substantive document change.

Showing rows 1–25 of 183. The CSV contains the complete table.

FirmFirm CRDObservedDocuments filed
1932 Investment Management33761911/06/2026Part 1; Part 2 brochure
Abundance Financial Coaching, LLC17505511/06/2026Part 1; Part 2 brochure
Acumen Financial Advisors, LLC15274811/06/2026Part 1
Adams Financial Concepts, LLC13454511/06/2026Part 1; Part 2 brochure; Form CRS
Aeternitas Investment Management, LLC33893611/06/2026Part 1; Part 2 brochure; Form CRS
Aksia LLC14342211/06/2026Part 1
Allsquare Wealth Management, LLC15359111/06/2026Part 1; Form CRS
Alphanso32403011/06/2026Part 1; Part 2 brochure
Alpine Advisory Partners, LLC34299811/06/2026Part 1; Form CRS
Altrius Capital Management, Inc.12152911/06/2026Part 1
Amerant Investments, Inc.11728411/06/2026Part 1; Form CRS
Ant Money Advisors30848111/06/2026Part 1
Arseneau Financial32686511/06/2026Part 1; Part 2 brochure
Aspen Wealth Management, LLC31321211/06/2026Part 1; Part 2 brochure
Atalanta Sosnoff Capital, LLC10488011/06/2026Part 1; Part 2 brochure; Form CRS
Atalanta Sosnoff Management, LLC1108511/06/2026Part 1; Part 2 brochure; Form CRS
Atlas Legacy Advisors LLC32988811/06/2026Part 1
Aura Investments LLC34273011/06/2026Part 1; Part 2 brochure; Form CRS
Balyasny Asset Management L.P.13811111/06/2026Part 1; Part 2 brochure
Beacon Freedom Advisory, LLC33971711/06/2026Part 1; Part 2 brochure
Belleau Wood Advisors34428011/06/2026Part 1; Part 2 brochure
Benham Advisory Group33192611/06/2026Part 1; Part 2 brochure
Bernicke Wealth Management33543111/06/2026Part 1
Birchcreek Wealth Management, LLC30420711/06/2026Part 1; Part 2 brochure
Blue Mountain Wealth Management33325611/06/2026Part 1; Part 2 brochure

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