Birch Hill Investment Advisors LLC

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Assets, Funds, Holdings

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Birch Hill Investment Advisors LLC
CRD #143750
SEC #801-67818
CIK #0001424177
AUM 2,947.3 M (2026-02-25)
Employees 19 (47% Investors, 0% Brokers)
Phone617-502-8300
AddressOne International Place
Boston, MA 02110
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.02005201220192027
Sector Form 13F Holdings Value ($B)
Amazon Com Inc 0.1
Microsoft Corp 0.1
Alphabet Inc 0.1
TJX Companies Inc /DE/ 0.1
Apple Inc 0.1
Amphenol Corp /DE/ 0.1
Ecolab Inc 0.1
Marsh & McLennan Companies Inc 0.1
Rockwell Automation Inc 0.1
International Business Machines Corp 0.1
View All
Holdings by Sector ($B)
3.02.41.81.20.60.02011201620212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 13 0.0
(b) Individuals (high net worth individuals) 169 2.7
(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 13 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 1,388 2.9
By Discretionary
Discretionary 1,388 2.9
Non-Discretionary 0 0.0
Total 1,388 2.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.9
Total 1,388 2.9
Limited Partners2011 - 2026
California Public Employees' Retirement System
New York State Common Retirement Fund
EDGAR Form CIK 2011 - 2026
13F-HR [0001424177]
Firm Profile (Form ADV)
Discretionary AUM$0.9B
ServesInstitutional, Retail
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