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 151–175 of 183. The CSV contains the complete table.

FirmFirm CRDObservedDocuments filed
Stonex International Advisors Inc.15379911/06/2026Part 1; Part 2 brochure; Form CRS
Strategic Advisory Partners31484211/06/2026Part 1; Form CRS
Strategic Wealth Advisors, LLC11416711/06/2026Part 1; Form CRS
Strategic Wealth Group28443011/06/2026Part 1
Strive Retirement Group33444311/06/2026Part 1; Part 2 brochure; Form CRS
Synergy Asset Management, LLC11720111/06/2026Part 1; Part 2 brochure; Form CRS
TD Asset Management (US), Inc.13155611/06/2026Part 1; Part 2 brochure; Form CRS
The Foundation Investment Group31836911/06/2026Part 1; Form CRS
The Institute12720711/06/2026Part 1; Form CRS
The Legacy Financial Group, Inc.13505911/06/2026Part 1; Part 2 brochure
The Planners Inc.32655611/06/2026Part 1; Part 2 brochure
The PLAYER'S Legacy Ventures, Llc.33232911/06/2026Part 1
The Zillennial Advisors32480811/06/2026Part 1; Form CRS
Thrivealike LLC33891811/06/2026Part 1; Part 2 brochure
Throughline Financial Planning34334411/06/2026Part 1; Part 2 brochure
Tudor Investment Corporation15979211/06/2026Part 1
Tyrus Capital S.A.M.16439811/06/2026Part 1
Unstoppable Asset33807211/06/2026Part 1; Part 2 brochure; Form CRS
Values First Advisors, Inc.14853211/06/2026Part 1; Form CRS
Vantage Point Wealth Management16788611/06/2026Part 1; Form CRS
VECTOR3 Wealth Management34307211/06/2026Part 1; Part 2 brochure; Form CRS
Verum Partners LLC30105811/06/2026Part 1; Part 2 brochure
Vest Financial LLC16597611/06/2026Part 1; Form CRS
Villanova Investment Management Company, LLC28780911/06/2026Part 1; Part 2 brochure
Vinepath Wealth LLC33686011/06/2026Part 1; Part 2 brochure

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