BIRCH RUN INVESTMENTS, LLC
Adviser information for BIRCH RUN INVESTMENTS, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 36 | $270.0M |
| Non-Discretionary | 0 | $0 |
| Total | 36 | $270.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $118,866 |
| HNW Individuals | 15 | $36.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $61.9M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 5 | $156.3M |
| Other investment advisers | <5 | $9.2M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $6.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-108422 |
|---|---|
| SEC ERA File Number | 801-108422 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 285285 |
| Legal Entity Identifier | None |
Principal Office
211 WELSH POOL ROADSUITE 234
EXTON
PA
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: (610) 321-3453, Fax: 610-363-6419
Chief Compliance Officer
DAVID M. KILLIAN
PRESIDENT
211 WELSH POOL ROAD
SUITE 234
EXTON
PA
United States
Tel:
(610) 321-3453
D*******@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KILLIAN, DAVID, MICHAEL | Individual | – | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | 09/2016 | > 75% |