|
⚲
|
| Birch Capital Management LLC
✚
|
|
|---|---|
| CRD # | 152302 |
| SEC # | 801-112497 |
| CIK # | 0001799859 |
| AUM | $260.7 M (2025-02-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 214-810-2824 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 16.3 | ||
| Grainger W W Inc | 15.4 | ||
| Apple Inc | 14.2 | ||
| Novo Nordisk A S | 9.6 | ||
| ResMed Inc | 9.5 | ||
| McGraw-hill Companies Inc | 7.6 | ||
| Amgen Inc | 6.8 | ||
| Amerisourcebergen Corp | 6.7 | ||
| Schwab Charles Corp | 6.7 | ||
| Accenture PLC | 5.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 2.6 |
| (b) Individuals (high net worth individuals) | 28 | 249.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 8.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 159 | 260.7 |
| By Discretionary | ||
| Discretionary | 131 | 255.8 |
| Non-Discretionary | 28 | 4.9 |
| Total | 159 | 260.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.6 | |
| United States Persons | 251.0 | |
| Total | 159 | 260.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001799859] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alpha Solutions Investment Advisors LLC
✚
|
CA | 0.3 |
|
Smith Asset Management Co LLC
✚
|
FL | 0.3 |
|
Victrix Investment Advisors LLC
✚
|
FL | 0.3 |
|
The Ellerson Group Inc
✚
|
MD | 0.3 |
|
J Hagan Capital Inc
✚
|
KY | 0.3 |
|
Calder Investment Advisors
✚
|
MI | 0.3 |
|
Oakwood Capital Inc
✚
|
MN | 0.3 |
|
Martin Nelson & Co Inc
✚
|
WA | 0.3 |
|
Napatree Capital LLC
✚
|
RI | 0.3 |
|
Vergepointe Wealth Management LLC
✚
|
OR | 0.3 |