Balance Cash Management Inc

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Assets, Funds, Holdings

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Balance Cash Management Inc
CRD #333867
SEC #801-131620
CIK #0002025047
AUM $11.6 M (2026-04-29)
Employees 10 (20% Investors, 0% Brokers)
Phone916-205-9676
Address124 Otsego Ave
San Francisco, CA 94112
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
151296302010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 52 11.6
(n) Other 0 0.0
Total 52 11.6
By Discretionary
Discretionary 52 11.6
Non-Discretionary 0 0.0
Total 52 11.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 11.6
Total 52 11.6
EDGAR Form CIK 2011 - 2026
D [0002025047]
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