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| Happy Holidays!! thanks for using AUM13F!! |
| Birch Capital Management LLC
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| 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) |
|---|
| CIK | Period |
|---|---|
| 0001799859 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 16.3 | |
| Grainger W W Inc | 15.4 | |
| Apple Inc | 14.2 | |
| Novo Nordisk A S | 9.6 | |
| ResMed Inc | 9.5 | |
| McGraw-hill Companies Inc | 7.6 | |
| Amgen Inc | 6.8 | |
| Amerisourcebergen Corp | 6.7 | |
| Schwab Charles Corp | 6.7 | |
| Accenture PLC | 5.8 | |
| Intercontinentalexchange Group Inc | 5.5 | |
| Alphabet Inc | 5.4 | |
| Genpact Ltd | 5.2 | |
| Enterprise Products Partners L P | 5.2 | |
| United Parcel Service Inc | 5.2 | |
| Infosys Ltd | 4.8 | |
| Cardinal Health Inc | 4.5 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 4.4 | |
| Cisco Systems Inc | 4.3 | |
| Factset Research Systems Inc | 3.8 | |
| Fiserv Inc | 3.6 | |
| Fedex Corp | 3.1 | |
| Cognizant Technology Solutions Corp | 3.0 | |
| Illinois Tool Works Inc | 2.3 | |
| FleetCor Technologies Inc | 2.3 | |
| Genuine Parts Co | 2.2 | |
| UnitedHealth Group Inc | 2.0 | |
| AbbVie Inc | 1.9 | |
| Becton Dickinson & Co | 1.7 | |
| Watsco Inc | 1.7 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($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
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CA | 0.3 |
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FL | 0.3 |
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Victrix Investment Advisors LLC
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FL | 0.3 |
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The Ellerson Group Inc
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MD | 0.3 |
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J Hagan Capital Inc
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KY | 0.3 |
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Calder Investment Advisors
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MI | 0.3 |
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Oakwood Capital Inc
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MN | 0.3 |
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Martin Nelson & Co Inc
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WA | 0.3 |
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Napatree Capital LLC
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RI | 0.3 |
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Vergepointe Wealth Management LLC
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OR | 0.3 |