Birch Capital Management, LLC

Overview

Birch Capital Management, LLC is an independent registered investment adviser that manages concentrated, equity-heavy portfolios for high-net-worth individuals and families. The firm focuses on financial planning and portfolio management for individuals, small businesses and institutions, charging clients via a percentage-of-AUM model supplemented by hourly and other fee arrangements. Birch Capital registers itself as an advisor that prefers direct exposure to exchange-traded equities but supplements equity exposures with selected external alternative managers to address income, diversification and illiquidity needs. Birch is not an active ESG investor and operates under an owner-managed, single-owner structure that has been SEC-registered since 2018. Portfolios managed by Birch show a clear tilt toward liquid public equities and ETFs, used as the central building blocks of client portfolios. That equity emphasis is paired with allocations to third‑party alternative funds across multiple strategies — Birch appears to use those allocations to broaden return drivers, add private market yield and to access real assets and credit opportunities that aren’t available in the public market.

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Public Holdings

Investments & Alternatives

Location & Offices