|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Birch Hill Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 143750 |
| SEC # | 801-67818 |
| CIK # | 0001424177 |
| AUM | $2.7 B (2025-02-28) |
| Employees | 19 (47% Investors, 0% Brokers) |
| Phone | 617-502-8300 |
| Address | One International Place Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Marsh & McLennan Companies Inc | 0.1 | ||
| Fiserv Inc | 0.1 | ||
| International Business Machines Corp | 0.1 | ||
| Ecolab Inc | 0.1 | ||
| Amphenol Corp /DE/ | 0.1 | ||
| TJX Companies Inc /DE/ | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 0.0 |
| (b) Individuals (high net worth individuals) | 166 | 2.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,346 | 2.7 |
| By Discretionary | ||
| Discretionary | 1,346 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,346 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 1,346 | 2.7 |
| Limited Partners | 2011 - 2025 |
|---|---|
| California Public Employees' Retirement System | |
| New York State Common Retirement Fund |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001424177] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Chilton Capital Management LLC
✚
|
TX | 2.7 |
|
Brick Capital Management Inc
✚
|
MI | 2.7 |
|
Thompson Investment Management Inc
✚
|
WI | 2.7 |
|
Principle Wealth Partners LLC
✚
|
CT | 2.7 |
|
Retirement Income Solutions Inc
✚
|
MI | 2.7 |
|
Leo Wealth LLC
✚
|
TX | 2.7 |
|
Girard Advisory Services LLC
✚
|
PA | 2.7 |
|
Kellogg Asset Management LLC
✚
|
WI | 2.7 |
|
Argos Capital Partners LLC
✚
|
MO | 2.6 |
|
American Capital Management Inc
✚
|
NY | 2.6 |