BIRCH LAKE PARTNERS, LP
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 285558
- Registered since
- March 9, 2017
- Website
- birchlake.com
Firm profile
FINTRXOverview
Birch Lake Partners, LP is structured as a partnership and is classified in the dataset as an investment bank. The firm is listed as SEC-registered in 2017 and is characterized as a domestic entity and individual ownership type. FINTRX flags indicate it does not act as a capital allocator, is not identified as an active ESG investor, and is not designated a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. There are no firm-level disclosures in the source about fee schedules, client segments, advisory activities, or specific business lines such as wealth management or portfolio management. The available profile therefore reads like an entity that may focus on transactional or advisory services typical of investment banks rather than traditional registered investment adviser asset management.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JOHN BUTLER
Chief Executive OfficerCRD 6714787
Contacts
3 of 8John Walsh
AssociateCRD 6969356
Rachel Bullock
AssociateCRD 8036544
Kyle Stewart
AssociateCRD 8208964
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 71 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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