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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Birch Run Investments LLC
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|---|---|
| CRD # | 285285 |
| SEC # | 801-108422 |
| CIK # | |
| AUM | $333.8 M (2025-03-25) |
| Employees | 5 (40% Investors, 20% Brokers) |
| Phone | 610-321-3453 |
| Address | 211 Welsh Pool Road Exton, PA 19341 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 25 | 37.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 77.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 7 | 169.1 |
| (j) Other investment advisers | 4 | 41.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 9.0 |
| (n) Other | 0 | 0.0 |
| Total | 42 | 333.8 |
| By Discretionary | ||
| Discretionary | 42 | 333.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 42 | 333.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 333.8 | |
| Total | 42 | 333.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
My Personal CFO LLC
✚
|
WA | 0.3 |
|
Investment Planning Advisors
✚
|
GA | 0.3 |
|
Income Focus Portfolio Management LLC
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|
WY | 0.3 |
|
Meredith Wealth Planning LLC
✚
|
IL | 0.3 |
|
Atlas Asset Management LLC
✚
|
PR | 0.3 |
|
Compass Financial Services Inc
✚
|
IA | 0.3 |
|
Crescent Hill Partners LLC
✚
|
NY | 0.3 |
|
Carnegie Wealth Management LLC
✚
|
PA | 0.3 |
|
Excel Financial LLC
✚
|
MN | 0.3 |
|
Destiny Capital Corporation
✚
|
CO | 0.3 |