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 51–75 of 183. The CSV contains the complete table.

FirmFirm CRDObservedDocuments filed
Exceed Advisory LLC17040311/06/2026Part 1; Form CRS
Factor Wealth Management10470811/06/2026Part 1; Part 2 brochure; Form CRS
FG Wealth Management11784511/06/2026Part 1; Part 2 brochure
First Down Financial31313311/06/2026Part 1; Part 2 brochure
Fortis Capital Advisors, LLC30970911/06/2026Part 1; Part 2 brochure; Form CRS
Fortis Portfolio Solutions, LLC31488611/06/2026Part 1; Form CRS
Fortyone Asset Management, LLC34472311/06/2026Part 1; Part 2 brochure; Form CRS
Forward Investment Advisors, Inc.10614311/06/2026Part 1
Forward Wealth33915411/06/2026Part 1; Form CRS
Gallacher Capital Management, LLC11318911/06/2026Part 1; Form CRS
Hammond Wealth Partners33857411/06/2026Part 1; Part 2 brochure
HG16006311/06/2026Part 1
Hogan Investment Counsel, LLC16018611/06/2026Part 1; Form CRS
Holcombe Financial, Inc.14223811/06/2026Part 1; Part 2 brochure; Form CRS
HUB Investment Partners, LLC30795611/06/2026Part 1
Independent Financial Partners12511211/06/2026Part 1
Indigo Partners LLC16364811/06/2026Part 1; Part 2 brochure
Indus Capital Partners, LLC13373811/06/2026Part 1
Infrabridge Investors (UK) Limited29498211/06/2026Part 1
Inspire Private Wealth Management31496111/06/2026Part 1; Part 2 brochure
Irish Creek Capital34300911/06/2026Part 1; Part 2 brochure
Ironvine Capital Partners, LLC16889211/06/2026Part 1; Form CRS
John A. Wolfe & Associates, Inc.11079911/06/2026Part 1
JPN Advisors LLC30603211/06/2026Part 1; Part 2 brochure
Kallos Capital Management, LLC34530011/06/2026Part 1

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