BIRCH HILL EQUITY PARTNERS
BIRCH HILL EQUITY PARTNERS MANAGEMENT INC. Legal Name
Adviser information for BIRCH HILL EQUITY PARTNERS last updated from Form ADV on February 20th, 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 | Corporation |
|---|---|
| Fiscal Year End | NOVEMBER |
| Legal Location | Canada |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-113113 |
|---|---|
| SEC ERA File Number | 802-113113 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 163193 |
| Legal Entity Identifier | None |
Principal Office
81 BAY STSUITE 4510
TORONTO
Canada
Monday - Friday, 8:00 A.M - 6:00 P.M.
Tel: 416-775-3800, Fax: 416-775-3859
Chief Compliance Officer
NoneIndustry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BIRCH HILL EQUITY PARTNERS (ENTREPRENEURS) III, LP | Private Equity Fund | $0.4M | $10.0M | 18 |
| BIRCH HILL EQUITY PARTNERS (GLOBAL) VI, LP | Private Equity Fund | $1,163.4M | $0.0M | 52 |
| BIRCH HILL EQUITY PARTNERS (US) III, LP | Private Equity Fund | $8.9M | $10.0M | 15 |
| BIRCH HILL EQUITY PARTNERS (US) IV, LP | Private Equity Fund | $276.2M | $10.0M | 33 |
| BIRCH HILL EQUITY PARTNERS (US) V, LP | Private Equity Fund | $1,053.4M | $10.0M | 44 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BIRCH HILL EQUITY PARTNERS INC. | Foreign Entity | – | SHAREHOLDER | 07/2005 | > 75% |
| DENT, STEPHEN | Individual | – | CHAIR, DIRECTOR | 01/2006 | < 5% |
| ZISSIS, PETER | Individual | – | CHIEF FINANCIAL OFFICER | 01/2006 | < 5% |
| SCHUURMANS, PIERRE | Individual | – | CHIEF OPERATING OFFICER | 01/2006 | < 5% |
| MACINTYRE, JOHN | Individual | – | PRESIDENT, DIRECTOR | 01/2006 | < 5% |
| SAMUEL, DAVID | Individual | – | CHIEF EXECUTIVE OFFICER, DIRECTOR | 06/2010 | < 5% |
| SALAMON, MICHAEL | Individual | – | DIRECTOR | 11/2011 | < 5% |
| DENT, STEPHEN | Individual | EWALD HOLDINGS INC. | DIRECTOR | 07/2023 | > 75% |
| SAMUEL, DAVID | Individual | FINN CO. INVESTMENT LTD. | DIRECTOR | 07/2023 | > 75% |
| Kunica, Matthew | Individual | – | DIRECTOR | 03/2022 | < 5% |
| EWALD HOLDINGS INC. | Foreign Entity | BIRCH HILL EQUITY PARTNERS INC. | SHAREHOLDER | 07/2023 | 25-50% |
| FINN CO. INVESTMENT LTD. | Foreign Entity | BIRCH HILL EQUITY PARTNERS INC. | SHAREHOLDER | 07/2023 | 25-50% |