BIRCH CREEK CAPITAL, LLC
Firm details
- Headquarters
- WYNNEWOOD, Pennsylvania
- CRD number
- 158730
- Website
- birchcreekcapital.com
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles63.5%
- Corporations / Businesses36.5%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Birch Creek Capital, LLC is an LLC operating as a hedge fund adviser that combines pooled-vehicle management with separately managed account work. The firm serves an institutional client base while also offering portfolio management services for individuals, small businesses and other pooled vehicles. Its regulatory footprint lists business activities as CPO or CTA and advisory services across pooled vehicles and institutional or business accounts, which indicates the firm runs both fund-level strategies and direct client mandates. Investment activity shows a clear leaning toward fixed-income in the separately managed account sleeve and pooled-vehicle strategies in the private fund sleeve. Fee arrangements include a percentage-of-AUM component together with performance-based fees. The firm is not identified as an active ESG investor and is not a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds90%
- Cash & Cash Equivalents10%
Contacts
3 of 4THOMAS WYNN
MemberCRD 2319121
LOREN MCDOUGALL
Head of ResearchCRD 7268690
TYLER WYNN
Founding PrincipalCRD 4656860
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WYNNEWOOD, PA
MONTGOMERY
Location
WYNNEWOOD, PA
Headquartered in WYNNEWOOD, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 308 E Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
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