Investment adviser · CRD 113209

BALCH HILL CAPITAL

Investment adviser filing (IA)

BALCH HILL CAPITAL, LLC

· Form ADV filed Mar 30, 2026

Regulatory AUM
$402M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles1$402,084,596100.0%
Filing source

Form ADV 2084775 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BALCH HILL PARTNERS, L.P.Hedge Fund · Last reported Mar 30, 2026$402MGross asset value

Form D fundraising filings

Balch Hill Partners, L.P.

Fund administrator EISNERAMPER FUND SERVICES LLC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO LLP SAN FRANCISCO, California, United States
Custodian DEUTSCHE BANK TRUST COMPANY AMERICAS NEW YORK, New York, United States Related to adviser: No
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Prime broker BTIG, LLC SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO LLP
PCAOB 243

GOLDMAN SACHS & CO. LLC
SEC 8-129

BTIG, LLC
CRD 122225 · SEC 8-65473

Fund details & source
Fund ID
805-8309066642
Reported beneficial owners
31
Minimum commitment
$1M
Form D file number
021-129236

Form ADV 2084775 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

CRD 113209

Filing source

Form ADV 2084775 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.