Private EquityRIA · CRD 158242SEC-Registered

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Rebalance

Rebalance is an SEC-registered investment adviser in Palo Alto, CA, registered since 2011. The firm manages approximately $1.9 billion in regulatory assets.

Rebalance logo

Rebalance

Rebalance is an SEC-registered investment adviser in Palo Alto, CA, registered since 2011. The firm manages approximately $1.9 billion in regulatory assets. It has 18 employees and 7 investment advisers.

General information

Firm type

Private Equity

Year founded

2011

AUM

Undisclosed

Location

Region

Asia

Country

India

City

Palo Alto

Corporate office

Gurgaon, India

Sector focus

Media & EntertainmentEnterprise SoftwareAI/ML

Frequently asked questions

Who makes investment decisions at Rebalance?

Rebalance has not publicly named its investment committee or managing partners. The firm's website references its accelerator program and Diverse Investors League as conduits for capital deployment, but individual decision-makers are not disclosed.

How does Rebalance source deal flow?

The firm runs an open-application, cohort-based accelerator program, currently accepting submissions for its 11th cohort. Its Diverse Investors League also functions as a sourcing channel, connecting the firm to founders within its diversity mandate.

Does Rebalance invest in fund commitments or only direct deals?

Rebalance operates as a direct investor into startups, deploying up to $100,000 per company through its accelerator program. There is no public indication that it participates in fund-of-fund commitments or invests in other venture firms.

Which sectors does Rebalance avoid?

Rebalance does not publish a sector-exclusion list. Its portfolio includes enterprise-focused AI (Darwix.ai), but the firm has not disclosed hard boundaries around industries it will not consider.

What is Rebalance's known posture on co-investing alongside external GPs?

Rebalance co-invested with other, unnamed investors in Darwix.ai's $1.5 million pre-seed round, confirming a willingness to syndicate. The firm has not published formal co-investment criteria or named recurring co-investment partners.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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