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BIRCHVIEW CAPITAL, LP
CRD 170534File 801-79710
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$239.1M
Below cohort median (national)
Discretionary AUM
$239.1M
Clients
12
16 accounts
Employees
6
Below cohort median in VT
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 27, 2014
- Principal office
- 688 PINE STREET, 2ND FLOOR, BURLINGTON, VT, 05401
- Phone
- 802-923-3826
- Website
- https://birchviewcapital.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $239.1M
- Discretionary AUM
- $239.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 16
- Non-discretionary accounts
- 0
- Total accounts
- 16
- AUM per client
- $19.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $126.1M |
| Pooled investment vehicles | 12 | $112.3M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $721K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | AUM | $183,068,552 | $239,112,096 | increased by$56,043,544 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10 | 12 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $231,455,662 | $183,068,552 | decreased by$48,387,110 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 14 | 16 | increased by2 |
| Apr 1, 2022 | AUM | $246,162,895 | $231,455,662 | decreased by$14,707,233 |
| Oct 1, 2021 | Employees | 3 | 4 | increased by1 |
| Oct 1, 2021 | Clients | 9 | 10 | increased by1 |
| Oct 1, 2021 | AUM | $250,166,198 | $246,162,895 | decreased by$4,003,303 |
| Oct 1, 2021 | Accounts | 13 | 14 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BIRCHVIEW CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BIRCHVIEW CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.