Fuse Partners, LLC

Balefire, LLC (Formerly Fuse Partners, LLC) is a registered investment adviser specializing in providing comprehensive asset management and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, businesses, and other entities. Established in January 2025 through a merger, Balefire manages regulatory assets exceeding $1.2 billion on a discretionary basis for over 1500 clients nationwide. The firm acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards clients, and provides discretionary asset management services tailored to individual goals and risk tolerance levels. Clients grant limited discretionary authority over their accounts to Balefire, which designs investment strategies based on client information. Balefire's investment models are managed by an Investment Committee, and clients are encouraged to review their accounts periodically. Fees for services are negotiated based on the scope and complexity of services provided, with comprehensive asset management fees typically calculated as a percentage of assets under management. Balefire does not charge performance-based fees and does not vote proxies on behalf of clients. The firm has a Business Continuity Plan and an Information Security Program in place to ensure operational continuity and data protection in the event of disasters or cybersecurity threats. [Word count: 230]