Birch Lake Partners, LP

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
285558
Registered since
March 9, 2017

Firm profile

FINTRX

Overview

Birch Lake Partners, LP is organized as a partnership and is recorded in FINTRX as an investment bank that registered with the SEC in 2017. The firm is listed as a domestic entity/individual ownership structure. The profile in FINTRX does not characterize Birch Lake as a capital allocator and flags it as not being an active ESG investor or a multi-state adviser. Other typical adviser attributes—such as pension consulting, related-adviser relationships, or an explicit advisory business line—are not indicated in the dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • John Butler

    John Butler

    Chief Executive OfficerCRD 6714787

Contacts

3 of 8
  • John Walsh

    John Walsh

    AssociateCRD 6969356

  • Rachel Bullock

    Rachel Bullock

    AssociateCRD 8036544

  • Kyle Stewart

    Kyle Stewart

    AssociateCRD 8208964

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
71 S Wacker Dr
Time zone
CT (UTC-6)
Office locations

Similar firms