The BALANCE CASH MANAGEMENT is a privately held investment adviser that advises $11.6mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BALANCE CASH MANAGEMENT is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 1.52 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 124 OTSEGO AVE., SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 2 investment and 8 non-investment staff. The total number of Employees increased by 100% over the last 1-years.
Their $11.6mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 52 other accounts. Assets of Corporations or Other Businesses clients total $11.6mn or 100% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 1 types of clients, top clients are Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
BALANCE CASH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.