Birchview Capital, LP is a large advisory firm based in Burlington. It manages $155.01 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Vermont.
Birchview Capital provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Birchview Capital, LP is $155.01 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 675% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Birchview Capital, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Birchview Capital is pooled investment vehicles with 6 clients and $64.42 million of assets under management. Among the 3 most similar advisory firms, Birchview Capital has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $64.42 million for 6 clients. None of the firm’s clients are foreign persons or businesses.
Birchview Capital also advises several private funds. Namely, one hedge fund and five private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Birchview Capital, LP performs its advisory services is located at 688 Pine Street, Burlington, VT 05401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 802-923-3080. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday.