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Birch Run Investments, LLC

● SEC registered since 2016CRD 285285SEC# 801-108422Exton, PA
Export (members)
Reg. AUM
$333.8M
Employees
5
Accounts
42
Location
Exton, PA

Birch Run Investments, LLC assets under management

Birch Run Investments, LLC is an investment advisory firm registered with the SEC based in Exton, PA. The firm has been registered since 2016. It reports $333.8 million in regulatory assets under management and employs 5 people.

Birch Run Investments, LLC owners & executives

2 reported
NameTitleOwnershipSince
David Michael Killian ControlManaging Member, President And Chief Compliance OfficerOver 75%2016
Leigh Margaret KillianChief Operating OfficerUnder 5%2024

Frequently asked questions

How much does Birch Run Investments, LLC manage?

Birch Run Investments, LLC reports $333.8 million in regulatory assets under management on its Form ADV.

How many employees does Birch Run Investments, LLC have?

Birch Run Investments, LLC reports 5 employees.

Where is Birch Run Investments, LLC located?

Birch Run Investments, LLC is based in Exton, PA and has been SEC-registered since 2016.

Does Birch Run Investments, LLC disclose fund performance?

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

Contact & registration

Address211 Welsh Pool Road, Suite 234, Exton, PA 19341
Phone(610) 321-3453
Fax610-363-6419
Office hours8:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$333.8M
Non-discretionary$0
Total (RAUM)$333.8M