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BIRCH HILL INVESTMENT ADVISORS LLC
CRD 143750 · SEC 801-67818
ONE INTERNATIONAL PLACE, SUITE 770, BOSTON, MA, 02110, United States
Phone
617-502-8300
Fax
617-502-8310
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.95B
Discretionary AUM
$2.95B
Team
19 total employees; 9 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $7.7M |
| High net worth individuals | 169 | $2.67B |
| Charitable organizations | 13 | $205.8M |
States served
VT, CA, CO, DC, IL, ME, MD, MA, MI, NJ, NY, NC, OH, OR, PA, RI, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD