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 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
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 4MATTHEW 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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