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PHYSICIAN FOUNDED INSTITUTIONAL CAPITAL
Medical Precision.
Institutional Returns.
Audited alternative investments delivering 19.4% CAGR with verifiable downside protection and a zero-loss investor track record.
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$700M+
ASSEST UNDER MANAGEMENT
0%
PRINCIPAL LOSS RECORD
22.4%
HISTORICAL IRR
16+
PORTFOLIO COMPANIES
VERIFIED TRACK RECORD
Five-Year Performance vs
Major Benchmarks
Total return, 2019–2024 – Baluch Capital Composite vs public market benchmarks.
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BENCHMARK
TOTAL RETURN
CAGR
-
Baluch Capital Composite
142%
19.4%
S&P 500
+82%
12.8%
Nasdaq 100
+65%
10.5%
60/40 Portfolio
+47%
8.0%
US Real Estate Index
+29%
5.2%
KEY INSIGHTS
Higher total return vs S&P, Nasdaq, 60/40, and real estate indices
Lower volatility and max drawdown
Zero principal loss for investors
Non-correlated behavior vs public markets
VERIFIED TRACK RECORD
The Baluch Capital Edge
Built on verifiable data, not marketing promises
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Track Record
Audited performance metrics
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$700M+ capital overseen
0% principal loss across all investor capital
16+ medtech/biotech companies backed
92% of projects returned distributions within 24–36 months
Risk Structure
Multi-layer protection framework
Average LTV on lending deals: <47%
Real estate deals structured with senior lien protection
82% of projects include collateralized downside coverage
Position sizing is capped and adjusted using a sector volatility index
INVESTMENT DISCIPLINE
Institutional-Grade Due Diligence
Rigorous multi-stage vetting process ensures only top-tier opportunities
142
Deals reviewed in 2023
12.6%
Acceptance rate (18 of 142)
45
Days average diligence period
120+
Hours per deal analysis
100%
Third-party verification rate
5
Stage investment committee review
Selection Rigor
Multi-stage filtering ensures institutional quality standards
142
Initial Pipeline
Q1-Q4 2023
142
Detailed Analysis
Q1-Q4 2023
18
Approved Investments
12.6% acceptance
12.6% acceptance rate places Baluch Capital in the same discipline tier as top-quartile private equity and venture firms. Only the highest-conviction opportunities reach investors.
INVESTOR FLEXIBILITY
Liquidity Designed Around a Physician's Life
Flexible terms that respect your time and capital needs
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26 months
Weighted average hold period
Capital returns in measured timeframes, not decade-long lockups
68%
of deals include quarterly or monthly distributions
Regular cash flow without waiting for full exits
No blind lockups
Weighted average hold period
Transparent timelines built around investor needs
True flexibility designed for physician investors
Generate passive income with transparent timelines and regular distributions—without being locked into opaque, decade-long commitments.
-
Capital flexibility when you need it most
BUILT DIFFERENT
A Platform Built by a Physician—With Institutional DNA
Why physicians choose Baluch over traditional advisors, wealth managers, or robo-funds
41–52%
of lifetime income lost to taxes, inflation, and poor structuring
Deal flow sourced through physician-investor and specialist networks
86%
of traditional portfolios overexposed to public markets
Sector expertise in medtech/biotech unavailable to Wall Street generalists
94%
of advisors cannot provide pre-IPO access
Risk controls modeled on clinical risk management: triage, redundancy, worst-case-prep
12+ years
too late when most doctors start serious passive investing
Not a marketing story.
A structural advantage built into how Baluch operates.
CORE PHILOSOPHY
INVESTMENT VEHICLES
Fund Categories—Built for Performance and Protection
Diversified strategies across asset classes with institutional rigor
BioWise Fund
CLOSED
of lifetime income lost to taxes, inflation, and poor structuring
→ 16 portfolio companies
→ 3 successful exits
→ 2 companies entering FDA pivotal-stage trials
→ Historical IRR: 22.4%
→ Loss ratio: 0%
Eagle Pre-IPO Fund
Technology
-
AI compute & cybersecurity
-
Enterprise SaaS
-
Digital payments
-
Genomics & data infrastructure
→ Avg entry valuation: 41–63% below expected IPO ranges
→ Historical sector exit multiples: 3.2× average
Build-to-Rent Real Estate Fund
Residential Real Estate
Dallas
Austin
Phoenix
→ 1Avg occupancy: 94%
→ Rent growth: 6–9% YoY
→ IRR range: 18–24%
Private Credit / Specialty Lending
Collateralized Lending
CLOSED
→ Avg yield: 12–18%
→ Loan-to-value: <50%
→ 100% collateral-backed
→ Default rate: 0%
Smart Block Capital Fund
CLOSED
Digital Assets
→ Total returns: 2.0× (5-year hold)
→ Strategic crypto allocations
→ Closed to new investors
→ Successfully exited 2024
Equipment Leaseback Fund
Medical Equipment Financing
→ Lease terms: 3-7 years
→ Target yield: 10–14%
→ Asset retention: 98%
→ Physician-owned practices focus
TRACK RECORD
Investor Proof - Behavior & Outcomes
Real capital deployed. Real returns distributed. Real physician trust.
$12.35M
Distributions Paid to Date
Zero delays, zero defaults
847
Physician Investors
Across 34 specialties
94%
Re-Up Rate
Investors who reinvest within 12 months
0%
Principal Loss
Across all vintages since inception
-
Portfolio Diversification
Average Baluch investor allocation across low-correlation asset classes
-
Asset Allocation
Portfolio composition by asset class
-
Market Correlation
Correlation to S&P 500 (lower = better diversification)
-
S&P 500
High
Volatility & drawdowns
-
BALUCH PORTFOLIO
0.26
Avg correlation · Low volatility
Lower correlation = Reduced volatility + Stable income during market stress
STRATEGIC FRAMEWORK
The Baluch Investing Engine
Four pillars engineered for diversification and risk-adjusted returns
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-
PILLAR 1
Medtech & Biotech
BioWise Fund
-
INVESTMENT FOCUS
Breakthrough healthcare, diagnostics, robotics
-
KEY METRICS
Target IRR ~18–25%+; 16+ companies backed
-
PILLAR 2
Pre-IPO Technology
Eagle Pre-IPO Fund
-
INVESTMENT FOCUS
Late-stage AI, fintech, cyber, infrastructure
-
KEY METRICS
Entry 41–63% below IPO; aim 3×+ multiples
-
PILLAR 3
Build-to-Rent Real Estate
BTR Real Estate Fund
-
INVESTMENT FOCUS
Residential assets in high-growth U.S. metros
-
KEY METRICS
Occupancy >90%; IRR 15–20%+
-
PILLAR 4
Specialty Lending
Nobility + Prosperity Pulse
-
INVESTMENT FOCUS
Collateralised, short-duration credit deals
-
KEY METRICS
Yield 11–18%; hard-asset collateral
-
Each pillar is engineered with institutional-grade due diligence, physician-specific risk assessment, and a focus on consistent, tax-efficient returns that outpace traditional portfolios.
STRATEGIC FRAMEWORK
Physician-First
by Design
Doctors don't lose wealth because they lack intelligence.
They lose it because they lack time.
-
Passive income structures
-
Zero day-to-day management
-
Quarterly reporting, clear dashboards
-
No trading, no decision fatigue
$700M+
Amir Baluch, MD
Anesthesiologist & Founder
-
THE FOUNDER
From Operating Room to
Alternative Investments
After watching his father struggle financially and experiencing his own early career setbacks, Dr. Amir Baluch realized that a high salary doesn't guarantee financial security.
As a trained anesthesiologist from University of Miami, he built a successful medical practice. But he saw a critical gap: physicians master medicine but receive zero education on wealth building.
In his early 40s, Dr. Baluch made a bold pivot. He founded Baluch Capital to help fellow physicians achieve what he'd built financial freedom through passive, low-correlation alternative investments.
80+
Healthcare projects managed or funded
0
Investors who lost principal ever
WSJ Bestselling Author
"Make It, Keep It" – Wealth strategies for physicians
Your job is to practice medicine.
Our job is to grow your capital with precision.