BERCH CAPITAL LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 339591
- Registered since
- February 27, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Berch Capital LLC is a small, newly formed limited liability company organized as a venture capital fund and positioned as a capital allocator for institutional investors. The firm registered with the SEC in 2026 and is owned by an individual. Its advisory mandate combines management of pooled investment vehicles with discretionary portfolio services for individuals and small businesses, and it also performs selection-of-other-advisers work. Fee arrangements include a percentage-of-AUM component alongside performance-based compensation. Berch does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Ryan Weurch
General Partner and Co-FounderCRD 8209043
Robert Bennett
General PartnerCRD 8209041
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 6824 Via Correto Dr
- Time zone
- CT (UTC-6)
- Office locations
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