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Birch Capital Management, LLC

● SEC registered since 2018CRD 152302SEC# 801-112497
Export (members)
Reg. AUM
$264.7M
Employees
2
Accounts
153
Location
—

Birch Capital Management, LLC assets under management

Birch Capital Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2018. It reports $264.7 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/birch-capital-managementView on SEC.gov ↗

Birch Capital Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Barclay D Nelson ControlManaging Member And Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Birch Capital Management, LLC manage?

Birch Capital Management, LLC reports $264.7 million in regulatory assets under management on its Form ADV.

How many employees does Birch Capital Management, LLC have?

Birch Capital Management, LLC reports 2 employees.

Does Birch Capital Management, LLC disclose fund performance?

Birch Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(214) 810-2824
Fax(888) 508-9660
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
CIK1799859
Discloses disciplinary historyNo

Assets under management

Discretionary$260.3M
Non-discretionary$4.4M
Total (RAUM)$264.7M