The BIRCHVIEW CAPITAL is a privately held investment adviser that advises $239.12mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. BIRCHVIEW CAPITAL is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets decreased by 4.42% over the last 5-years.
The Group has been registered with the SEC for 12.19 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 688 PINE STREET 2ND FLOOR, BURLINGTON, VERMONT. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 6 employees comprised of 5 investment and 1 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $239.12mn in assets advised are owned by 12 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $112.28mn or 46.96% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Traditional LBO, representing 86.87% and 13.13% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 2 Prime Brokers, 5 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 11 private funds with $14.74mn in assets.
The Group discloses management fees and performance-based fees.
BIRCHVIEW CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.