Birchview Capital LP

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Birchview Capital LP ✚
CRD #	170534
SEC #	801-79710
CIK #	0001618205
AUM	239.1 M (2026-03-31)
Employees	6 (83% Investors, 0% Brokers)
Fees
Minimum
Phone	802-923-3826
Address	688 Pine Street Burlington, VT 05401
Source	[IAPD] [EDGAR] [Website]

Total AUM ($M) Copy

Sector	Form 13F Holdings	Value ($M)
	KLA Tencor Corp	29.3
	Bristol Myers Squibb Co	18.6
	Olivia Ventures Inc	7.8
	Lam Research Corp	7.7
	Stoke Therapeutics Inc	6.8
	Ovintiv Inc	6.4
	Intellia Therapeutics Inc	5.7
	Structure Therapeutics Inc	4.8
	Quidelortho Corp	4.8
	Solid Biosciences Inc	4.5
View All

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold	AUM
PE	Monteris BC Holdings 6 LLC	[2023-03-22]	1.5 M	2.5 M
	Filed 2022-06-01 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	Monteris BC Holdings 7 LLC	[2023-03-22]	5.5 M	3.8 M
	Filed 2024-08-29 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	Birchview Capital VF III LLC	[2021-09-29]	3.5 M	4.2 M
	Filed 2022-06-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Monteris BC Holdings 5 LLC	[2021-03-30]	29.7 M	4.2 M
	Filed 2022-08-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Monteris BC Holdings 4 LLC	[2020-06-12]	3.0 M	0.0 M
	Filed 2022-05-17 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Ed BC Holdings 3 LLC	[2020-03-30]	8.1 M	0.0 M
	Filed 2021-10-29 (D/A) · Exemption 506(b) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Monteris BC Holdings 3 LLC	[2019-03-20]	6.6 M	0.0 M
	Filed 2020-10-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Monteris BC Holdings 2 LLC	[2017-08-24]	4.3 M	0.0 M
	Offered $4,286,455 · Filed 2020-06-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Duration More than one year · Revenue Decline to Disclose
PE	Ed BC Holdings LLC	[2017-03-31]	0.6 M	0.0 M
	Offered $570,000 · Filed 2016-09-22 (D) · Exemption 506(b) · Minimum $5,700 · Duration One year or less · Revenue Decline to Disclose
PE	Monteris BC Note LLC	[2017-03-31]	6.2 M	0.0 M
	Offered $6,162,745 · Filed 2017-01-31 (D/A) · Exemption 506(b) · Minimum $5,516 · Duration One year or less · Revenue Decline to Disclose
View All

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.7
(b) Individuals (high net worth individuals)	0	126.1
(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	12	112.3
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(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	0.0
(n) Other	0	0.0
Total	16	239.1
By Discretionary
Discretionary	16	239.1
Non-Discretionary	0	0.0
Total	16	239.1
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		239.1
Total	16	239.1

Form D Directors	Role	# Filings	# Firms
Jack Schuler	Executive Officer	45	2
Matthew Strobeck	Executive Officer	37	2
Birchview Capital LP	Executive Officer, Promoter	10	2
Richard McCormick	Executive Officer	6	2
Birchview Partners LLC	Promoter	2	2
William Scully	Executive Officer	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001618205]
3	[0001618205]
4	[0001618205]
SC 13G	[0001618205]

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Birchview Capital LP	Aziyo Biologics Inc	[2021-12-17]
Birchview Capital LP	Soleno Therapeutics Inc	[2017-12-26]
Birchview Capital LP	Hansen Medical Inc	[2015-03-19]

Firm Profile (Form ADV)
Discretionary AUM	$0.2B
Serves	Institutional, Retail
Fund Types	Hedge Fund, Private Equity

Form 3/4/5 Subject	2011 - 2026
Birchview Fund LLC
Strobeck Matthew
Elutia Inc
Birchview Capital LP
Birchview Partners LLC
Birchview Capital GP LLC
Yield10 Bioscience Inc

Insider Transaction (Form 3/4/5)	Date	Action	Shares	Price	Value ($)
Elutia Inc AZYO Class A Common Stock	2023-03-27	Buy	10,000	$1.59	15,900
Elutia Inc AZYO Class A Common Stock	2023-03-24	Buy	18,000	$1.35	24,300
Elutia Inc AZYO Class A Common Stock	2023-03-24	Buy	2,000	$1.35	2,700
Elutia Inc AZYO Class A Common Stock	2023-03-23	Buy	10,000	$1.49	14,900
Elutia Inc AZYO Class A Common Stock	2023-03-23	Buy	100,000	$1.49	149,000
Elutia Inc AZYO Class A Common Stock	2022-12-08	Buy	4,000	$3.79	15,160
Elutia Inc AZYO Class A Common Stock	2022-12-08	Buy	9,061	$3.79	34,341
Elutia Inc AZYO Class A Common Stock	2022-12-07	Buy	10,000	$3.58	35,800
Elutia Inc AZYO Class A Common Stock	2022-12-07	Buy	34,000	$3.58	121,720
Elutia Inc AZYO Class A Common Stock	2022-12-01	Buy	40,000	$4.75	190,000
Elutia Inc AZYO Class A Common Stock	2022-05-11	Buy	200	$5.96	1,192
Yield10 Bioscience Inc MBLX Common Stock Warrants · derivative	2015-06-19	Buy	39,330	$0.13	5,113
Yield10 Bioscience Inc MBLX Common Stock	2015-06-19	Buy	43,700	$3.32	145,084
Yield10 Bioscience Inc MBLX Common Stock	2014-10-30	Conversion	2,000,000
Yield10 Bioscience Inc MBLX Series B Convertible Preferred Stock · derivative	2014-10-30	Conversion	2,000

Comparable Firms	State	AUM
Compass Financial Advisors LLC ✚	IN	282.5 M
Hallador Investment Advisors Inc ✚	NV	270.7 M
Fuller Investment Management Company ✚	CA	264.5 M
ELCO Management Company LLC ✚	NY	261.2 M
Zephyr Management LP ✚	NY	256.3 M
Vantage Consulting Group Inc ✚	VA	241.7 M
Welcy Capital Advisors LLC ✚	FL	225.7 M
Open Field Capital LLC ✚	NY	208.1 M
MB Family Advisors LLC ✚	NY	204.1 M
CIG Asset Management Inc ✚	MI	192.5 M

Birchview Capital LP

Assets, Funds, Holdings