# Balance Cash Management

Balance Cash Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://balancecash.io
- **LinkedIn:** https://www.linkedin.com/company/balance-cash-management

## Regulatory record

- **CRD number:** 333867
- **SEC file number:** 801-131620
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333867

## About

Balance Cash Management Inc. is an SEC-registered investment adviser in San Francisco, CA, registered since 2025. The firm manages approximately $12 million in regulatory assets. It has 10 employees and 2 investment advisers.

## Sectors

- FinTech
- Cash Management

## Questions

### How does Balance Cash Management source its deal flow?

Deal flow originates primarily through relationships with venture capital firms that refer portfolio companies seeking yield on corporate cash balances. By embedding within the VC ecosystem, the firm accesses borrowers that traditional banks often underserve, particularly pre-revenue or early-stage technology companies with large cash reserves from recent funding rounds.

### Is Balance Cash Management regulated as a bank?

Balance Cash Management is not structured as a chartered bank. It operates as an asset manager originating private credit facilities. This structure allows it to underwrite loans directly without the regulatory capital requirements imposed on deposit-taking institutions, though it also means the firm cannot offer FDIC-insured deposit accounts.

## Related profiles

- [Counterpointe Investment Management](https://altss.com/profile/counterpointe-investment-management-llc)
- [Cone Wealth Management](https://altss.com/profile/cone-wealth-management)

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Last updated: 2026-07-10T20:13:41.000Z

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