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BALCH HILL CAPITAL

· CRD 113209 · IAPD ↗ · 415-474-7055

$402.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — BALCH HILL CAPITAL reported RAUM up 25% ($321.2M -> $402.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
April 2025 — BALCH HILL CAPITAL reported RAUM up 34% ($238.9M -> $321.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.