Diligence memo · auto-generated · as of July 2, 2026

Balboa Holdings LP

Balboa Holdings LP looks over-valued against its niche peers and is dormant on financing cadence.

DeprioritizeFinancing has gone silent well past the sector's normal cadence — treat as inactive until outside confirmation of a live operation.

Businessfiled

Balboa Holdings LP operates in Other, based in SAN FRANCISCO.

Sector still resolves to a broad 'Other' bucket, so operating comparables below are weaker than for a tightly-classified peer.

No verified homepage on file yet — operating evidence is limited to the public record.

Capital & rounds (filed)filed

Balboa Holdings LP has raised $1.6B in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Growth/Late (a round over $400M).

Largest single filing: $1.6B on 2014-12-05.

Most recent recorded round closed around 2014-12-05.

Valuation (modeled)modeled

Provath models Balboa Holdings LP at approximately $27.8B (range $12.2B–$50.1B). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.

Read: Over-valued. Modeled value is 3.35× the median modeled value of Growth/Late Other companies in 2013–2015 (26 peers) — value vs value, same stage and era.

Financing rhythm & timingmixed

Last raise 11.6 yr ago; this sector typically re-raises about every 11 months.

Only one round on record and long silent — often defunct, acquired, or gone quiet.

Comparablesmixed

Capital scale ranks ahead of 100% of Other peers (25015 compared).

Modeled value ranks above 100% of those peers.

Closest niche peers: J M SMUCKER Co, Dealer Tire Holdings, LLC, Overseas Shipholding Group Inc, Boxer Parent Co Inc, Sedgwick, Inc..

Peoplefiled

8 named people on file across officers, directors and signatories.

Risks & flagsmixed

Financing has been silent well beyond sector cadence — possibly defunct, acquired, or paused.

Modeled above niche peers — valuation risk on entry.

Broad sector classification weakens peer comparison.

No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.