| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles James Mussallem Control | Chief Investment Officer | Under 5% | 2023 |
| Jennifer Lynn Eastman Control | Chief Operations Officer & Chief Compliance Officer | 25-50% | 2019 |
| Lucie Elizabeth Estabrook Control | Chief Executive Officer | Over 75% | 2019 |
Birchbrook reports $259 million in regulatory assets under management on its Form ADV.
Birchbrook reports 7 employees.
Birchbrook is based in Bangor, ME and has been SEC-registered since 1990.
Birchbrook is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 82 Columbia St, Bangor, ME 04401 |
| Phone | 207-990-1117 |
| Fax | 207-990-1551 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $254M |
| Non-discretionary | $4.9M |
| Total (RAUM) | $259M |