Birchcroft Investments, LLC

RIASEC Registered
Total AUM
$709K
Discretionary
$709K
100% of AUM
Avg account
$709K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
287581
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Birchcroft Investments, LLC is structured as an individual-owned limited liability company operating as a hedge fund manager that provides portfolio management for pooled investment vehicles. The firm targets institutional clients and charges both an asset-based fee and performance-linked fees consistent with typical hedge fund compensation. The dataset indicates Birchcroft does not position itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • Matthew Raher

    Matthew Raher

    Managing PartnerCRD 4981437

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth