BIRNAM OAK ADVISORS, LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 328180
- Registered since
- December 15, 2023
- Website
- birnam-oak.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Birnam Oak Advisors, LP is a limited partnership registered with the SEC in 2023 that operates as a hedge fund manager focused on institutional clients. The firm serves as a commodity pool operator/commodity trading adviser (CPO/CTA) and identifies itself as sponsor, general partner, or managing member of pooled investment vehicles. It provides portfolio management services for investment companies and other pooled vehicles, and charges a mix of percentage-of-AUM and performance-based fees (plus other fee components). The firm reports it is an active ESG investor, indicating environmental, social or governance considerations factor into its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2ERIN ROSS
Partner, General Counsel and Chief Compliance OfficerCRD 5115906
CHRISTOPHER DELONG
Founder & CEOCRD 2795163
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$79.7M in ETFs
100%
$79.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI ETF (ACWI) | BlackRock | Passive | Global Large Stock Blend | $38.3M | 276,800 | 48.06% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 520 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
TABOR ASSET MANAGEMENT, LP
RIANew York, NY
CELLO CAPITAL MANAGEMENT, LP
RIANew York, NY
VALUEWORKS, LLC
RIANew York, NY
NOMURA ASSET MANAGEMENT U.S.A. INC.
RIANew York, NY
TWO ROADS PARTNERS MANAGEMENT, LP
RIANew York, NY
SAVANNA INVESTMENT MANAGEMENT LLC
RIANew York, NY