BIRCHVIEW CAPITAL, LP

RIASEC RegisteredEst. 2014
Total AUM
$239M
Discretionary
$239M
100% of AUM
Avg account
$14.9M
Accounts
16
Employees
6
Advisory reps
5

Firm details

Headquarters
BURLINGTON, Vermont
CRD number
170534
Registered since
May 27, 2014
Custodians
GOLDMAN SACHS & CO. LLC, MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI52.74%
  • Pooled Investment Vehicles46.96%
  • Individuals0.3%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Birchview Capital, LP is a domestically owned limited partnership that registered with the SEC in 2014 and operates as a multifaceted alternative manager. Its stated activities span hedge fund and private equity fund management, and it performs portfolio management for both pooled investment vehicles and individual/small business clients. The firm also functions in roles typical of sponsors and general partners, and it is registered as a CPO/CTA. Birchview serves primarily institutional clients and charges a combination of asset-based and performance fees. The firm does not identify as an active ESG investor and is not organized as a multistate or newly formed adviser.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 77%, Other 11%, Non-Exchange Traded Equities 7%, Cash & Cash Equivalents 5%77%
  • Exchange Traded Equities77%
  • Other11%
  • Non-Exchange Traded Equities7%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 4
  • MATTHEW STROBECK

    Chief Investment Officer and Managing PartnerCRD 5522663

  • BENJAMIN SMALL

    COOCRD 4587129

  • ERIC VARMA

    Chief Investment OfficerCRD 5565241

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Contacts

1 of 1
  • Nicholas Renegar

    Director of Quantitative StrategiesCRD 8150013

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

BURLINGTON, VT

CHITTENDEN

Location

BURLINGTON, VT

Headquartered in BURLINGTON, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.

Metro area
Burlington-South Burlington-Barre, VT
Region
Northeast
County
CHITTENDEN
Address
688 Pine St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth