BIRCH HILL INVESTMENT ADVISORS LLC
Adviser information for BIRCH HILL INVESTMENT ADVISORS LLC last updated from Form ADV on February 27th, 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 | Massachusetts, United States |
Employees
Total Number of Employees | 19 |
---|---|
Investment Advisory/Research | 9 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 8 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 2 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 1,260 | $2.4B |
Non-Discretionary | 0 | $0 |
Total | 1,260 | $2.4B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 14 | $9.5M |
HNW Individuals | 168 | $2.2B |
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 | $11.5M |
Charitable organizations | 10 | $163.4M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $49.1M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 11-25 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
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Compensation | % of AUMHourly chargesFixed fees |
Principal Office
ONE INTERNATIONAL PLACESUITE 770
BOSTON
MA
United States
Monday - Friday, 9AM TO 5PM
Tel: 617-502-8300, Fax: 617-502-8310
Chief Compliance Officer
PAUL J. DONOVAN
PRINCIPAL & CHIEF OPERATING OFFICER
ONE INTERNATIONAL PLACE
SUITE 770
BOSTON
MA
United States
Tel:
617-502-8314
Fax:
617-502-8310
P*******@***********M
(Full email address available in API data)
Regulatory Contact
ROBERT O'NEIL
MANAGING MEMBER
ONE INTERNATIONAL PLACE
SUITE 770
BOSTON
MA
United States
Tel:
617-502-8302
Fax:
617-502-8310
R*****@********************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 |
---|---|---|---|---|---|
MIKULA, GARY, RICHARD | Individual | – | MANAGING MEMBER/PRESIDENT | 04/2007 | > 75% |
ONEIL, ROBERT, AGNEW | Individual | – | MANAGING MEMBER | 04/2007 | 10-25% |
DONOVAN, PAUL, JOSEPH | Individual | – | PRINCIPAL, CHIEF COMPLIANCE OFFICER, COO | 07/2021 | < 5% |
MALLOY, TIMOTHY, MICHAEL | Individual | – | PRINCIPAL | 07/2021 | < 5% |
KENNEDY, CATHERINE, M | Individual | – | PRINCIPAL | 07/2021 | < 5% |
MIRLIANI, BRETT, ANTHONY | Individual | – | PRINCIPAL | 07/2021 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M CO | COM | 620K | 6K | – |
ABBOTT LABS | COM | 3M | 28K | – |
ABBVIE INC | COM | 5M | 28K | – |
ACCENTURE PLC IRELAND | SHS CLASS A | 8M | 28K | – |
ADOBE INC | COM | 16M | 30K | – |
AIR PRODS & CHEMS INC | COM | 4M | 15K | – |
ALCON AG | ORD SHS | 35M | 389K | – |
ALLEGION PLC | ORD SHS | 2M | 13K | – |
ALPHABET INC | CAP STK CL C | 43M | 232K | – |
ALPHABET INC | CAP STK CL A | 87M | 476K | – |
ALTRIA GROUP INC | COM | 246K | 5K | – |
AMAZON COM INC | COM | 109M | 562K | – |
AMERICAN EXPRESS CO | COM | 521K | 2K | – |
AMGEN INC | COM | 629K | 2K | – |
AMPHENOL CORP NEW | CL A | 40M | 594K | – |
ANALOG DEVICES INC | COM | 4M | 17K | – |
APPLE INC | COM | 72M | 343K | – |
ARCH CAP GROUP LTD | ORD | 661K | 7K | – |
AT&T INC | COM | 248K | 13K | – |
AUTOMATIC DATA PROCESSING IN | COM | 7M | 28K | – |
AVERY DENNISON CORP | COM | 485K | 2K | – |
BANK AMERICA CORP | COM | 15M | 376K | – |
BECTON DICKINSON & CO | COM | 646K | 3K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 94M | 232K | – |
BOOKING HOLDINGS INC | COM | 852K | 215 | – |
BOSTON PROPERTIES INC | COM | 4M | 68K | – |
BRISTOL-MYERS SQUIBB CO | COM | 331K | 8K | – |
BROADCOM INC | COM | 5M | 3K | – |
BRUNSWICK CORP | COM | 303K | 4K | – |
CARLISLE COS INC | COM | 6M | 15K | – |
CARMAX INC | COM | 2M | 26K | – |
CARRIER GLOBAL CORPORATION | COM | 1M | 22K | – |
CATERPILLAR INC | COM | 1M | 4K | – |
CHEVRON CORP NEW | COM | 2M | 15K | – |
COCA COLA CO | COM | 6M | 98K | – |
COINBASE GLOBAL INC | COM CL A | 1M | 5K | – |
COLGATE PALMOLIVE CO | COM | 7M | 68K | – |
COMCAST CORP NEW | CL A | 1M | 29K | – |
CONSTELLATION BRANDS INC | CL A | 39M | 152K | – |
COSTCO WHSL CORP NEW | COM | 36M | 43K | – |
CSX CORP | COM | 224K | 7K | – |
CVS HEALTH CORP | COM | 4M | 70K | – |
DANAHER CORPORATION | COM | 728K | 3K | – |
DEERE & CO | COM | 1M | 4K | – |
DISNEY WALT CO | COM | 2M | 24K | – |
DOMINION ENERGY INC | COM | 997K | 20K | – |
DOVER CORP | COM | 1M | 7K | – |
DUKE ENERGY CORP NEW | COM NEW | 791K | 8K | – |
ECOLAB INC | COM | 73M | 309K | – |
EDWARDS LIFESCIENCES CORP | COM | 36M | 385K | – |
EMERSON ELEC CO | COM | 3M | 30K | – |
ESSENTIAL UTILS INC | COM | 293K | 8K | – |
EXXON MOBIL CORP | COM | 8M | 69K | – |
FACTSET RESH SYS INC | COM | 413K | 1K | – |
FEDEX CORP | COM | 725K | 2K | – |
FISERV INC | COM | 92M | 620K | – |
GE AEROSPACE | COM NEW | 929K | 6K | – |
GE VERNOVA INC | COM | 250K | 1K | – |
GENERAL MLS INC | COM | 220K | 3K | – |
GENTEX CORP | COM | 21M | 625K | – |
GLOBAL X FDS | GLOBAL X COPPER | 975K | 22K | – |
GOLDMAN SACHS GROUP INC | COM | 283K | 625 | – |
GRAINGER W W INC | COM | 19M | 21K | – |
GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 7M | 138K | – |
HILTON WORLDWIDE HLDGS INC | COM | 2M | 8K | – |
HOME DEPOT INC | COM | 5M | 15K | – |
HONEYWELL INTL INC | COM | 241K | 1K | – |
HP INC | COM | 216K | 6K | – |
IDEXX LABS INC | COM | 892K | 2K | – |
ILLINOIS TOOL WKS INC | COM | 2M | 9K | – |
INGERSOLL RAND INC | COM | 3M | 33K | – |
INTEL CORP | COM | 1M | 34K | – |
INTERNATIONAL BUSINESS MACHS | COM | 49M | 283K | – |
INTUIT | COM | 56M | 86K | – |
ISHARES BITCOIN TR | SHS | 539K | 16K | – |
ISHARES TR | ESG AWARE MSCI | 253K | 7K | – |
ISHARES TR | S&P 500 GRWT ETF | 660K | 7K | – |
ISHARES TR | S&P 500 VAL ETF | 694K | 4K | – |
ISHARES TR | MSCI EAFE ETF | 6M | 75K | – |
ISHARES TR | MSCI EMG MKT ETF | 2M | 38K | – |
ISHARES TR | RUSSELL 2000 ETF | 3M | 14K | – |
ISHARES TR | CORE S&P SCP ETF | 25M | 233K | – |
ISHARES TR | SP SMCP600VL ETF | 3M | 32K | – |
ISHARES TR | GL CLEAN ENE ETF | 150K | 11K | – |
ISHARES TR | CORE MSCI EAFE | 417K | 6K | – |
ISHARES TR | RUSSELL 3000 ETF | 201K | 650 | – |
ISHARES TR | CORE S&P500 ETF | 25M | 46K | – |
ISHARES TR | CORE S&P MCP ETF | 6M | 109K | – |
ISHARES TR | EAFE GRWTH ETF | 550K | 5K | – |
ISHARES TR | RUS MID CAP ETF | 1M | 14K | – |
ISHARES TR | ESG AW MSCI EAFE | 667K | 8K | – |
ISHARES TR | MSCI KLD400 SOC | 328K | 3K | – |
J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | 5M | 88K | – |
JOHNSON & JOHNSON | COM | 27M | 183K | – |
JPMORGAN CHASE & CO. | COM | 22M | 108K | – |
KENVUE INC | COM | 3M | 174K | – |
KROGER CO | COM | 47M | 941K | – |
LABCORP HOLDINGS INC | COM SHS | 28M | 139K | – |
LINCOLN ELEC HLDGS INC | COM | 35M | 183K | – |
LINDE PLC | SHS | 2M | 5K | – |
MARRIOTT INTL INC NEW | CL A | 1M | 4K | – |
MARSH & MCLENNAN COS INC | COM | 91M | 434K | – |
MASCO CORP | COM | 6M | 86K | – |
MASTERCARD INCORPORATED | CL A | 29M | 66K | – |
MCCORMICK & CO INC | COM NON VTG | 5M | 75K | – |
MCDONALDS CORP | COM | 1M | 6K | – |
MERCK & CO INC | COM | 56M | 450K | – |
META PLATFORMS INC | CL A | 553K | 1K | – |
MICROSOFT CORP | COM | 125M | 279K | – |
MOBILEYE GLOBAL INC | COMMON CLASS A | 32M | 1M | – |
MONDELEZ INTL INC | CL A | 24M | 366K | – |
MOODYS CORP | COM | 261K | 620 | – |
MORGAN STANLEY | COM NEW | 211K | 2K | – |
MSA SAFETY INC | COM | 338K | 2K | – |
NEXTERA ENERGY INC | COM | 5M | 70K | – |
NIKE INC | CL B | 2M | 30K | – |
NORFOLK SOUTHN CORP | COM | 309K | 1K | – |
NUTRIEN LTD | COM | 568K | 11K | – |
NVIDIA CORPORATION | COM | 5M | 39K | – |
ORACLE CORP | COM | 5M | 34K | – |
OTIS WORLDWIDE CORP | COM | 942K | 10K | – |
PAYCHEX INC | COM | 237K | 2K | – |
PEPSICO INC | COM | 13M | 80K | – |
PFIZER INC | COM | 785K | 28K | – |
PHILIP MORRIS INTL INC | COM | 547K | 5K | – |
PPG INDS INC | COM | 417K | 3K | – |
PROCTER AND GAMBLE CO | COM | 10M | 58K | – |
PURETECH HEALTH PLC | ADS | 702K | 302K | – |
QUALCOMM INC | COM | 538K | 3K | – |
ROCKWELL AUTOMATION INC | COM | 55M | 199K | – |
ROPER TECHNOLOGIES INC | COM | 2M | 3K | – |
RTX CORPORATION | COM | 4M | 39K | – |
S&P GLOBAL INC | COM | 45M | 100K | – |
SALESFORCE INC | COM | 3M | 11K | – |
SELECT SECTOR SPDR TR | ENERGY | 2M | 25K | – |
SHELL PLC | SPON ADS | 469K | 7K | – |
SPDR GOLD TR | GOLD SHS | 263K | 1K | – |
SPDR S&P 500 ETF TR | TR UNIT | 2M | 3K | – |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 256K | 478 | – |
STRYKER CORPORATION | COM | 209K | 614 | – |
SYSCO CORP | COM | 375K | 5K | – |
TESLA INC | COM | 271K | 1K | – |
THERMO FISHER SCIENTIFIC INC | COM | 4M | 7K | – |
TJX COS INC NEW | COM | 72M | 655K | – |
TRANE TECHNOLOGIES PLC | SHS | 12M | 38K | – |
UBER TECHNOLOGIES INC | COM | 4M | 52K | – |
UNILEVER PLC | SPON ADR NEW | 330K | 6K | – |
UNION PAC CORP | COM | 2M | 10K | – |
UNITED PARCEL SERVICE INC | CL B | 7M | 51K | – |
UNITEDHEALTH GROUP INC | COM | 373K | 732 | – |
US BANCORP DEL | COM NEW | 2M | 59K | – |
VANECK ETF TRUST | SEMICONDUCTR ETF | 352K | 1K | – |
VANGUARD INDEX FDS | SMALL CP ETF | 550K | 3K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 238K | 891 | – |
VANGUARD INDEX FDS | MID CAP ETF | 985K | 4K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 1M | 2K | – |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 5M | 117K | – |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3M | 58K | – |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 690K | 6K | – |
VANGUARD WORLD FD | INF TECH ETF | 866K | 2K | – |
VANGUARD WORLD FD | MEGA GRWTH IND | 362K | 1K | – |
VERIZON COMMUNICATIONS INC | COM | 508K | 12K | – |
VERTEX PHARMACEUTICALS INC | COM | 80M | 171K | – |
VISA INC | COM CL A | 1M | 5K | – |
WABTEC | COM | 5M | 33K | – |
WALMART INC | COM | 635K | 9K | – |
WASTE MGMT INC DEL | COM | 1M | 6K | – |
WATTS WATER TECHNOLOGIES INC | CL A | 27M | 145K | – |
WELLS FARGO CO NEW | COM | 302K | 5K | – |
WISDOMTREE TR | US LARGECAP DIVD | 233K | 3K | – |
XYLEM INC | COM | 349K | 3K | – |
ZIMMER BIOMET HOLDINGS INC | COM | 2M | 18K | – |