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| Happy Holidays!! thanks for using AUM13F!! |
| Rebalance LLC
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|---|---|
| CRD # | 158242 |
| SEC # | 801-72723 |
| CIK # | 0001811052 |
| AUM | $1.6 B (2025-03-26) |
| Employees | 18 (33% Investors, 0% Brokers) |
| Phone | 650-396-3900 |
| Address | 635 Bryant Street Palo Alto, CA 94301 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001811052 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 405 | 270.1 |
| (b) Individuals (high net worth individuals) | 239 | 1,195.7 |
| (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 | 5 | 7.5 |
| (h) Charitable organizations | 3 | 84.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,607 | 1,558.1 |
| By Discretionary | ||
| Discretionary | 1,607 | 1,558.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,607 | 1,558.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.6 | |
| United States Persons | 1,538.5 | |
| Total | 1,607 | 1,558.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001811052] |
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