Rebalance LLC
● SEC registered since 2011CRD 158242SEC# 801-72723Palo Alto, CA
Reg. AUM
$1.93B
Employees
18
Accounts
1,727
Location
Palo Alto, CA
Rebalance LLC assets under management
Rebalance LLC operates as an SEC-registered investment adviser based in Palo Alto, CA. The firm has been registered since 2011. It reports $1.9 billion in regulatory assets under management and employs 18 people.
Rebalance LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mitchell Jay Tuchman Control | Managing Director/Chief Investment Officer | Under 5% | 2011 |
| Penny Investor, Inc Control | Owner | 25-50% | 2017 |
| Scott David Puritz Control | Managing Director | Under 5% | 2019 |
| Somerset Group Enterprise,inc. Control | Owner | 25-50% | 2017 |
| Svetlana A Kot Control | Chief Compliance Officer | Under 5% | 2026 |
| Mitchell Jay Tuchman Control | Owner | Over 75% | 2017 |
| Scott David Puritz Control | Owner | Over 75% | 2017 |
Frequently asked questions
How much does Rebalance LLC manage?
Rebalance LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Rebalance LLC have?
Rebalance LLC reports 18 employees.
Where is Rebalance LLC located?
Rebalance LLC is based in Palo Alto, CA and has been SEC-registered since 2011.
Does Rebalance LLC disclose fund performance?
Rebalance LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 635 Bryant Street, #6, Palo Alto, CA 94301 |
| Phone | 650-396-3900 |
| Fax | 650-618-2780 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.93B▲ 24%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,306 advisers
EmployeesTop 26%
More than 74% of 16,824 advisers
Assets under management
$1.93Bregulatory AUM
Discretionary $1.93B