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Building 2BIRCHVIEW CAPITAL, LP

Map pinBURLINGTON, VT
Phone802-923-3826
NotebookSEC #801-79710
Total AUM
$239.1M
Employees
6
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
688 PINE STREET
2ND FLOOR
BURLINGTON
VT 05401
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
802-923-3826
Other Offices
1

ReceiptFinancials

Total AUM
$239.1M
Accounts
16
Discretionary
$239.1M
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$720.5K
HNW Individual Clients
1
AUM
$126.1M
Pooled Vehicle Clients
12
AUM
$112.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MAVT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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