BIRCH CREEK CAPITAL, LLC

RIASEC Registered
Total AUM
$82.8M
Discretionary
$82.8M
100% of AUM
Avg account
$16.6M
Accounts
5
Employees
3
Advisory reps
4

Firm details

Headquarters
WYNNEWOOD, Pennsylvania
CRD number
158730
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: State & Local Bonds 90%, Cash & Cash Equivalents 10%90%
  • State & Local Bonds90%
  • Cash & Cash Equivalents10%

Contacts

3 of 4
  • THOMAS WYNN

    MemberCRD 2319121

  • LOREN MCDOUGALL

    Head of ResearchCRD 7268690

  • TYLER WYNN

    Founding PrincipalCRD 4656860

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Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth