Birchview Capital, LP

RIASEC RegisteredEst. 2014
Total AUM
$239M
Discretionary
$239M
100% of AUM
Avg account
$14.9M
Accounts
16
Employees
6
Advisory reps
5

Firm details

Headquarters
Burlington, Vermont
CRD number
170534
Registered since
May 27, 2014
Custodians
GOLDMAN SACHS & CO. LLC, MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI52.74%
  • Pooled Investment Vehicles46.96%
  • Individuals0.3%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Birchview Capital, LP is a limited partnership that operates as a hybrid manager combining hedge fund and private equity activities. Registered with the SEC in 2014, the firm acts as a commodity pool operator/commodity trading advisor and also sponsors and manages pooled investment vehicles. Its client mix includes institutional investors, while it also provides portfolio management services for individuals, small businesses and pooled vehicles. Compensation is structured as a percentage of assets under management together with performance-based fees. Birchview does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Other 11%, Non-Exchange Traded Equities 7%, Cash & Cash Equivalents 5%77%
  • Exchange Traded Equities77%
  • Other11%
  • Non-Exchange Traded Equities7%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 4
  • Matthew Strobeck

    Matthew Strobeck

    Chief Investment Officer and Managing PartnerCRD 5522663

  • Benjamin Small

    Benjamin Small

    COOCRD 4587129

  • Eric Varma

    Chief Investment OfficerCRD 5565241

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Contacts

1 of 1
  • Nicholas Renegar

    Director of Quantitative StrategiesCRD 8150013

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Burlington, VT

Chittenden

Location

Burlington, VT

Headquartered in Burlington, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.

Metro area
Burlington-South Burlington-Barre, VT
Region
Northeast
County
Chittenden
Address
688 Pine St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth