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BIRCH RUN INVESTMENTS, LLC
CRD 285285 · SEC 801-108422
211 WELSH POOL ROAD, SUITE 234, EXTON, PA, 19341, United States
Phone
(610) 321-3453
Fax
610-363-6419
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$457.5M
Discretionary AUM
$457.5M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $44.0M |
| Pension/profit sharing plans | 4 | $77.3M |
| State/municipal entities | 7 | $260.0M |
| Other investment advisers | 7 | $57.7M |
| Corporations/business entities | 2 | $18.4M |
States served
PA
All web addresses on file
Official SEC filing: View on IAPD