| Name | Title | Ownership | Since |
|---|---|---|---|
| Mitchell Jay Tuchman Control | Managing Director/Chief Investment Officer | Under 5% | 2011 |
| Penny Investor, Inc Control | Owner | 25-50% | 2017 |
| Scott David Puritz Control | Chief Compliance Officer & Managing Director | Under 5% | 2019 |
Rebalance LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
Rebalance LLC reports 18 employees.
Rebalance LLC is based in Palo Alto, CA and has been SEC-registered since 2011.
Rebalance LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 635 Bryant Street, #6, Palo Alto, CA 94301 |
| Phone | 650-396-3900 |
| Fax | 650-618-2780 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.56B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.56B |