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| Birnam Oak Advisors LP
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|
|---|---|
| CRD # | 328180 |
| SEC # | 801-129180 |
| CIK # | 0001997245 |
| AUM | $577.0 M (2026-03-26) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 212-970-5800 |
| Address | 520 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Norfolk Southern Corp | 43.6 | ||
| Chart Industries Inc | 41.1 | ||
| Discovery Communications Inc | 33.7 | ||
| Penumbra Inc | 31.5 | ||
| Kenvue Inc | 24.3 | ||
| Rocky Holding Inc | 18.0 | ||
| Revolution Medicines Inc | 15.5 | ||
| Unifirst Corp | 12.9 | ||
| PNM Resources Inc | 8.6 | ||
| Amazon Com Inc | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Birnam Oak Fund LP | 2024-02-28 | 228.2 | |
| HF | Birnam Oak Offshore Fund LP | 2024-02-28 | 8.5 | |
| HF | Birnam Oak Master Fund LP | [2021-08-23] | 73.7 | 236.7 |
| Filed 2026-01-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 577.0 |
| (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 | 6 | 577.0 |
| By Discretionary | ||
| Discretionary | 6 | 577.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 577.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 208.9 | |
| United States Persons | 368.2 | |
| Total | 6 | 577.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Thomas Kempner | Executive Officer | 23 | 4 | |
| Erin Ross | Executive Officer | 10 | 4 | |
| James Thompson | Executive Officer | 86 | 3 | |
| James Jordan | Executive Officer | 69 | 3 | |
| Frank Brosens | Executive Officer | 44 | 3 | |
| Jon Jachman | Executive Officer | 44 | 3 | |
| Marc Schwartz | Executive Officer | 42 | 3 | |
| Taconic Capital Advisors LP | Executive Officer | 40 | 3 | |
| Kevin Kavanagh | Executive Officer | 38 | 3 | |
| Christopher Delong | Executive Officer | 38 | 3 | |
| Keith Magliana | Executive Officer | 37 | 3 | |
| Alyssa Yavner | Executive Officer | 36 | 3 | |
| Margaret Jones | Executive Officer | 35 | 3 | |
| Elizabeth Keeley | Executive Officer | 33 | 3 | |
| Richard Reneberg | Executive Officer | 30 | 3 | |
| Taconic Capital Advisors UK LLP | Executive Officer | 20 | 3 | |
| Peyton McNutt | Executive Officer | 19 | 3 | |
| Michael Bausano | Executive Officer | 9 | 3 | |
| Taconic Capital Advisors Hong Kong Limited | Executive Officer | 7 | 3 | |
| Birnam Oak Advisors LP | Executive Officer | 3 | 2 | |
| Taconic Paradigm GP LLC | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001997245] |
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