BIRCHMERE MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PITTSBURGH, Pennsylvania
CRD number
322027
Registered since
May 24, 2022

Firm profile

FINTRX

Overview

Birchmere Management LLC is an SEC-registered investment adviser formed in 2022 that operates primarily as a sponsor and general partner for pooled investment vehicles. The firm is organized as a limited liability company and appears to be individually owned rather than part of a larger network. Birchmere’s activity centers on running private investment funds rather than managing a retail advisory book: it functions as the managing member and GP, taking an active role in sourcing, diligencing and overseeing portfolio companies within its funds. The adviser is not identified as an active ESG investor and does not report a multi-state advisory footprint. Its public filings classify it outside traditional retail classifications and emphasize fund-level capital allocation. Birchmere’s model is oriented toward private markets allocation and serving institutional or qualified investors through closed-end fund structures rather than delivering broad-based advisory services to individual account holders.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

1 of 1
  • Maria Ferguson

    Chief Financial OfficerCRD 6909516

Contacts

3 of 4
  • SEAN SEBASTIAN

    PartnerCRD 6047903

  • NED RENZI

    PartnerCRD 6047901

  • SEAN AMMIRATI

    PartnerCRD 6179776

Unlock 1 more contacts

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

PITTSBURGH, PA

ALLEGHENY

Location

PITTSBURGH, PA

Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
ALLEGHENY
Address
213 Smithfield St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth