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 registered with the SEC in 2017. The entity is classified in the source data as an investment bank and is owned by a combination of a domestic entity and an individual. The record indicates it does not position itself as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser to another registered firm. The firm has not provided descriptions of its advisory activities, fee structure, or client base in the available data. Those gaps make the registration and classification the most concrete signals of the firm’s legal form and regulatory status; they do not reveal whether Birch Lake Partners operates as an active advisory practice, a boutique investment banking shop, a vehicle for private capital, or a dormant entity.

Assets & Accounts

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
  • Chad Kirschenblatt

    Chad Kirschenblatt

    Managing PartnerCRD 2503352

  • Almedina Palic

    Almedina Palic

    Investment DirectorCRD 6368783

  • Pauline Chow

    Pauline Chow

    Managing Director & PrincipalCRD 6782996

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth