Balch Hill Capital

RIASEC RegisteredEst. 2018
Total AUM
$402M
Discretionary
$402M
100% of AUM
Avg account
$402M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
113209
Registered since
July 27, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Balch Hill Capital is a privately held limited liability company that operates as a hedge fund adviser and commodity pool/CTA-type business. The firm registered with the SEC in 2018 and is owned by an individual. Its client base is institutional, and it provides portfolio management specifically for pooled investment vehicles rather than retail advisory services. The firm charges a blend of asset-based fees and performance fees consistent with institutional alternative asset managers, and it does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Simon Michael

    ManagerCRD 1336021

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth