Birch Capital Management, LLC
Birch Capital Management, LLC is an SEC-registered ria with $235.5M assets under management (AUM, regulatory AUM), -10% over one year. See who owns Birch Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152302, SEC 801-112497, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $235.5M (2026-03-18)
- Firm type
- Ria
- Employees
- 2
- Clients
- 35
- CRD
- 152302
- Ownership
- NELSON, BARCLAY, D
How much AUM does Birch Capital Management, LLC have?
Birch Capital Management, LLC reported $235.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Birch Capital Management, LLC?
Disclosed owners and executives of Birch Capital Management, LLC include NELSON, BARCLAY, D. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.