BIRCH RUN CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2011
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
157167
Registered since
December 15, 2011

Firm profile

FINTRX

Overview

Birch Run Capital operates as a limited partnership that primarily sponsors and manages pooled investment vehicles. Registered in 2011, the firm acts as sponsor, general partner and managing member for its funds rather than serving as a broad third‑party capital allocator. Its activity centers on running discretionary vehicles—most notably a hedge fund—and participating in private placement opportunities. Birch Run Capital is not identified as an active ESG investor and does not appear to operate as a multi‑state advisory platform serving a large roster of retail clients; instead its footprint is concentrated around managed funds and a small number of large accounts. Investment posture appears to favor active management and direct control of vehicles (GP/sponsor roles), with a focus on private placement transactions alongside hedge fund strategies. Given the small number of accounts and the firm’s role as a fund sponsor, manager selection and structuring of private funds and placements are likely core competencies rather than wide third‑party manager allocation.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • DANIEL BELTZMAN

    DirectorCRD 3170715

Wealth teams

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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

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3333 Lee Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth