Balefire LLC

Overview

Balefire LLC is a private investment firm specializing in comprehensive asset management and financial planning services. The firm offers a wide range of advisory services to individual investors, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, businesses, partnerships, corporations, and other similar entities. Balefire provides personalized ongoing money management services, financial planning, and consultative services tailored to the individual needs of its clients. Established in January 2025 through the merger of Fuse Partners and Navitas Wealth Advisors, Balefire is headquartered in Dallas, Texas. The firm manages regulatory assets exceeding $1.2 billion on a discretionary basis for over 1,500 clients nationwide. Balefire's investment models are managed by an Investment Committee, and clients are encouraged to review their accounts periodically. Balefire's investment focus includes private equity, private real estate, and private debt, targeting growth, late-stage, and buyout opportunities. The firm primarily operates within the United States, investing across various industries such as technology, healthcare, financial services, consumer goods, energy, real estate, media, telecommunications, retail, manufacturing, transportation, utilities, education, agriculture, and hospitality. Investment sizes typically range from $1 million to $50 million, depending on the specific opportunity and client requirements.

Investment Focus

• Accredited investor status required
• Alignment with firm's investment strategy and focus areas

Portfolio Companies