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Balch Hill Capital, LLC

● SEC registered since 2018CRD 113209SEC# 801-113714
Export (members)
Ranks #4,203 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$402.1M
Fund GAV
$402.1M
Private funds
1
Employees
1
Accounts
1
Location

Balch Hill Capital, LLC assets under management

Balch Hill Capital, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2018. It reports $402.1 million in regulatory assets under management and employs 1 people. Balch Hill Capital, LLC manages 1 private fund with combined gross assets of $402.1 million, including Balch Hill Partners, L.P. By regulatory assets, it ranks 4,203 of 6,004 private fund managers.

Balch Hill Capital, LLC private funds

1 funds · $402.1M GAV
FundTypeGross assetsMin.
Balch Hill Partners, L.P.Hedge$402.1M$1M

Balch Hill Capital, LLC owners & executives

1 reported
NameTitleOwnershipSince
Simon Joseph Michael ControlManager, Chief Compliance OfficerOver 75%1998

Frequently asked questions

How much does Balch Hill Capital, LLC manage?

Balch Hill Capital, LLC reports $402.1 million in regulatory assets under management on its Form ADV.

How many private funds does Balch Hill Capital, LLC manage?

Balch Hill Capital, LLC manages 1 private funds with combined gross assets of $402.1 million.

How many employees does Balch Hill Capital, LLC have?

Balch Hill Capital, LLC reports 1 employees.

Does Balch Hill Capital, LLC disclose fund performance?

Balch Hill Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone415-474-7055
Fax415-276-4562
Office hours9 a.m. To 4 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1130337
Discloses disciplinary historyNo

Regulatory AUM

$402.1M▲ 25%
Mar '25 — $321.2MApr '25 — $321.2MMay '25 — $321.2MJun '25 — $321.2MJul '25 — $321.2MAug '25 — $321.2MSep '25 — $321.2MOct '25 — $321.2MNov '25 — $321.2MDec '25 — $321.2MJan '26 — $321.2MFeb '26 — $321.2MMar '26 — $402.1MApr '26 — $402.1MMay '26 — $402.1MJun '26 — $402.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
AUM vs fund managersTop 70%
Larger than 30% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$402.1Mregulatory AUM
Discretionary $402.1M

Service providers