|
⚲
|
| Birnam Wood Capital LLC
✚
|
|
|---|---|
| CRD # | 269897 |
| SEC # | 801-118151 |
| CIK # | |
| AUM | $106.1 M (2026-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 214-935-3707 |
| Address | 3963 Maple Avenue Dallas, TX 75219 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Iron Horse Preferred LLC | 2021-11-01 | 5.0 | |
| PE | Plant Products Investment I LLC | 2021-11-01 | 0.7 | |
| RE | Iron Horse Capital LLC | 2020-11-06 | 6.8 | |
| RE | BWC 3100 LLC | 2020-01-30 | 1.7 | |
| PE | Bwc-Csl Funding Vehicle LLC | 2020-01-30 | 1.5 | |
| PE | Stand Alone LLC | 2020-01-30 | 7.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 51 | 71.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 32.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 54 | 106.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 54 | 106.1 |
| Total | 54 | 106.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.1 | |
| Total | 54 | 106.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pactolus Private Wealth Management LLC
✚
|
VA | 0.2 |
|
Cain Capital LLC
✚
|
TX | 0.2 |
|
Matrix Planning Inc
✚
|
CA | 0.1 |
|
Optimal Capital Advisors LLC
✚
|
MI | 0.1 |
|
Alpha Fiduciary Inc
✚
|
AZ | 0.1 |
|
Mainline Investment Advisers LLC
✚
|
PA | 0.1 |
|
Hudson Valley Wealth Management Inc
✚
|
NY | 0.0 |
|
Veros Partners Inc
✚
|
IN | 0.0 |
|
Rosedale Asset Management LLC
✚
|
NJ | 0.0 |
|
Davy Global Fund Management Limited
✚
|
0.0 |