BIRCH LAKE PARTNERS, LP

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
285558
Registered since
March 9, 2017

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JOHN BUTLER

    Chief Executive OfficerCRD 6714787

Contacts

3 of 8
  • John Walsh

    AssociateCRD 6969356

  • Rachel Bullock

    AssociateCRD 8036544

  • Kyle Stewart

    AssociateCRD 8208964

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth