Birnam Wood Capital, LLC

RIASEC Registered

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 an independent, SEC‑registered registered investment adviser organized as an LLC and established in 2020. The firm is owner‑managed and positions itself as a capital allocator for individual and family clients, offering portfolio management across a range of client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. It also engages in the selection of other advisers and serves as sponsor/GP/managing member for pooled investment vehicles, indicating both advisory and private‑fund operating roles. Fee arrangements include a percentage‑of‑AUM component and the ability to charge performance‑based fees. The firm does not identify as an active ESG investor and is not designated as a multistate adviser in the reported data.