Birnam Oak Advisors, LP
Birnam Oak Advisors, LP is an SEC-registered asset manager in New York, NY with $577.0M assets under management (AUM, regulatory AUM), +55% over one year. See who owns Birnam Oak Advisors, LP: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328180, SEC 801-129180, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $577.0M (2026-03-26)
- Firm type
- Asset Manager
- Location
- New York, NY
- Employees
- 7
- Clients
- 6
- CRD
- 328180
- Ownership
- BIRNAM OAK ADVISORS GP, LLC; CLD 2023 REVOCABLE TRUST; DELONG, CHRISTOPHER, LORD; ROSS, ERIN, COLLEEN
How much AUM does Birnam Oak Advisors, LP have?
Birnam Oak Advisors, LP reported $577.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Birnam Oak Advisors, LP?
Disclosed owners and executives of Birnam Oak Advisors, LP include BIRNAM OAK ADVISORS GP, LLC, CLD 2023 REVOCABLE TRUST, DELONG, CHRISTOPHER, LORD, ROSS, ERIN, COLLEEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.