Birch Run Investments, LLC

RIASEC RegisteredEst. 2016

Total AUM

$457M

Discretionary

$457M

100% of AUM

Avg account

$8.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Exton, Pennsylvania
CRD number: 285285
Registered since: October 4, 2016
Website: birchruninvestments.com
Custodians: PRINCIPAL SECURITIES, INC., CHARLES SCHWAB & CO., INC., U.S. BANK, N.A.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government56.85%
Pension & Profit Sharing Plans16.9%
Other Investment Advisers12.61%
HNWI9.63%
Corporations / Businesses4.01%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Birch Run Investments, LLC is an SEC-registered institutional RIA organized as an LLC and registered in 2016. The firm serves both high-net-worth individuals and family clients as well as institutional and business accounts, delivering portfolio management services for individuals/small businesses and for businesses or institutions. Its ownership is held by an individual, and it operates primarily on a fee model that combines a percentage of assets under management with the possibility of performance-based fees. Birch Run does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not act as a capital allocator or pension consultant.