BIRNAM WOOD CAPITAL, LLC

RIASEC RegisteredEst. 2020

Total AUM

$106M

Discretionary

0% of AUM

Avg account

$2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 269897
Registered since: February 28, 2020
Website: birnamwood-capital.com
Custodians: CHARLES SCHWAB & CO., INC., INSPIRA FINANCIAL
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI67.19%
Charitable Organizations30.11%
Corporations / Businesses2.7%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Birnam Wood Capital, LLC is a privately owned investment adviser organized as an LLC and SEC-registered in 2020. The firm serves individual and family clients, operating as a capital allocator that both places client capital with third‑party managers and sponsors/operates pooled vehicles. Its advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles and institutional/business portfolios, and the selection of other advisers. Compensation combines a percentage-of-AUM fee model with performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.