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| Happy Holidays!! thanks for using AUM13F!! |
| Birch Hill Investment Advisors LLC
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| 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) |
|---|
| CIK | Period |
|---|---|
| 0001424177 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Marsh & McLennan Companies Inc | 0.1 | ||
| Fiserv Inc | 0.1 | ||
| International Business Machines Corp | 0.1 | ||
| Ecolab Inc | 0.1 | ||
| Amphenol Corp /DE/ | 0.1 | ||
| TJX Companies Inc /DE/ | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Vertex Pharmaceuticals Inc / Ma | 0.1 | ||
| Rockwell Automation Inc | 0.1 | ||
| Intuit Inc | 0.1 | ||
| Kroger Co | 0.1 | ||
| Edwards Lifesciences Corp | 0.1 | ||
| McGraw-hill Companies Inc | 0.1 | ||
| Watts Water Technologies Inc | 0.0 | ||
| Lincoln Electric Holdings Inc | 0.0 | ||
| Alcon Inc | 0.0 | ||
| Laboratory Corp of America Holdings | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Analog Devices Inc | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| PepsiCo Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($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
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|
TX | 2.7 |
|
Brick Capital Management Inc
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MI | 2.7 |
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Thompson Investment Management Inc
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WI | 2.7 |
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Principle Wealth Partners LLC
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CT | 2.7 |
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Retirement Income Solutions Inc
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MI | 2.7 |
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Leo Wealth LLC
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TX | 2.7 |
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Girard Advisory Services LLC
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PA | 2.7 |
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Kellogg Asset Management LLC
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WI | 2.7 |
|
Argos Capital Partners LLC
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|
MO | 2.6 |
|
American Capital Management Inc
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|
NY | 2.6 |