BALCH HILL CAPITAL, LLC
B51
CRD 113209·SEC 801-113714
AUM
$402.1M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $364.2M
'21 · $161.5M
'22 · $150.6M
'23 · $160.4M
'25 · $321.2M
'26 · $402.1M
'20'26
$364.2M → $402.1M▲ +10%
Operations
Advisory staff (5-yr trend)
'20 · 1 advisors
'21 · 1 advisors
'22 · 1 advisors
'23 · 1 advisors
'25 · 1 advisors
'26 · 1 advisors
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
—
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2026-01-262026-01-26 · 0000935836-26-000056
2025-01-172025-01-17 · 0000935836-25-000070
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
P.O. BOX 7775SAN FRANCISCO, CA 94120
Business
2778 GREEN STREETSAN FRANCISCO, CA 94123
Edgar Recent Filings
D/A2026-01-26 · 0000935836-26-000056
D/A2025-01-17 · 0000935836-25-000070