BALANCE CASH MANAGEMENT INC.

BALANCE CASH MANAGEMENT INC. of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 333867). Regulatory assets under management: $11.6M.

Registration

• CRD: 333867
• SEC file number: 801-131620
• Type: Registered investment adviser
• Location: 124 OTSEGO AVE., SAN FRANCISCO, CA, 94112
• Phone: 916 205 9676
• Latest filing: 2026-04-29
• Regulatory AUM: $11.6M
• Discretionary AUM: $11.6M
• Clients: 10
• Accounts: 52

Business model

Compensation: % of AUM, Fixed.

Clients served: Pooled vehicles, Investment cos.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333867 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search