Birchview Capital, LP
Firm details
- Headquarters
- Burlington, Vermont
- CRD number
- 170534
- Registered since
- May 27, 2014
- Website
- www.birchviewcapital.ca
- 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
FINTRXOverview
Birchview Capital, LP is a limited partnership that operates as a hybrid manager combining hedge fund and private equity activities. Registered with the SEC in 2014, the firm acts as a commodity pool operator/commodity trading advisor and also sponsors and manages pooled investment vehicles. Its client mix includes institutional investors, while it also provides portfolio management services for individuals, small businesses and pooled vehicles. Compensation is structured as a percentage of assets under management together with performance-based fees. Birchview does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
Contacts
1 of 1Nicholas Renegar
Director of Quantitative StrategiesCRD 8150013
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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