Birnam Oak Advisors, LP

RIASEC RegisteredEst. 2023

Total AUM

$577M

Discretionary

$577M

100% of AUM

Avg account

$96.2M

Accounts

6

Employees

7

Advisory reps

2

Firm details

Headquarters: New York, New York
CRD number: 328180
Registered since: December 15, 2023
Website: birnam-oak.com
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Birnam Oak Advisors, LP is organized as a limited partnership and operates as a hedge fund that serves institutional clients. The firm is SEC-registered (2023) and reports business activities that include acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and sponsoring or managing pooled investment vehicles. It provides portfolio management for investment companies and other pooled vehicles and charges both percentage-of-assets and performance-based fees. The firm identifies as an active ESG investor and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Erin Ross
Partner, General Counsel and Chief Compliance OfficerCRD 5115906
Christopher Delong
Founder & CEOCRD 2795163

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 8

Active vs passive

$99.2M in ETFs

Passive

100%

$99.2M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES MSCI ACWI ETF (ACWI)	BlackRock	Passive	Global Large Stock Blend	$60.4M	385,076	60.96%

Unlock additional holdings →

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: New York
Address: 520 Madison Ave
Time zone: ET (UTC-5)
Office locations

Similar firms

Tabor Asset Management, LP

New York, NY

AUM $577MTEAM 6REPS 3

Cello Capital Management, LP

New York, NY

AUM $577MTEAM 15REPS 6

Valueworks, LLC

New York, NY

AUM $577MTEAM 6REPS 2

Two Roads Partners Management, LP

New York, NY

AUM $579MTEAM 13REPS 2

Savanna Investment Management LLC

New York, NY

AUM $580MTEAM 39REPS 3

Untitled Investments LP

New York, NY

AUM $574MTEAM 10REPS 2

More RIAs in New York →All New York RIAs →