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| Keyboard |
| Birch Run Investments LLC
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|---|---|
| CRD # | 285285 |
| SEC # | 801-108422 |
| CIK # | |
| AUM | 457.5 M (2026-03-25) |
| Employees | 5 (40% Investors, 20% Brokers) |
| Phone | 610-321-3453 |
| Address | 211 Welsh Pool Road Exton, PA 19341 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 35 | 44.0 |
| (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 | 4 | 77.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 7 | 260.0 |
| (j) Other investment advisers | 7 | 57.7 |
| (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 | 2 | 18.4 |
| (n) Other | 0 | 0.0 |
| Total | 55 | 457.5 |
| By Discretionary | ||
| Discretionary | 55 | 457.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 55 | 457.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 457.5 | |
| Total | 55 | 457.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Strategas Asset Management LLC
✚
|
NY | 458.4 M |
|
Trinity Capital Investors
✚
|
MS | 458.3 M |
|
First Nebraska Advisory LLC
✚
|
NE | 458.0 M |
|
Paragon Private Wealth Management LLC
✚
|
KY | 457.9 M |
|
Cambridge Capital Management LLC
✚
|
IL | 457.8 M |
|
Pursuit Wealth Management LLC
✚
|
NC | 457.5 M |
|
Global Wealth Strategies and Associates LLC
✚
|
CO | 457.0 M |
|
Smith Financial Investment Advisors Inc
✚
|
IN | 456.9 M |
|
Moseley Investment Management Inc
✚
|
FL | 456.8 M |
|
Wealth Advisors of Tampa Bay LLC
✚
|
FL | 456.8 M |