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BIRCH RUN INVESTMENTS, LLC
CRD 285285File 801-108422
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$457.5M
Above cohort median (national)
Discretionary AUM
$457.5M
Clients
55
55 accounts
Employees
5
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 4, 2016
- Principal office
- 211 WELSH POOL ROAD, SUITE 234, EXTON, PA, 19341
- Phone
- (610) 321-3453
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $457.5M
- Discretionary AUM
- $457.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 55
- Non-discretionary accounts
- 0
- Total accounts
- 55
- AUM per client
- $8.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $18.4M |
| Other investment advisers | 7 | $57.7M |
| High net worth individuals | 35 | $44.0M |
| Pension and profit sharing plans | Fewer than 5 | $77.3M |
| State or municipal government entities | 7 | $260.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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 | Clients | 42 | 55 | increased by13 |
| Apr 1, 2026 | AUM | $333,819,968 | $457,453,043 | increased by$123,633,075 |
| Apr 1, 2026 | Accounts | 42 | 55 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 20 | 42 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $271,477,661 | $333,819,968 | increased by$62,342,307 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 48 | 42 | decreased by6 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 18 | 20 | increased by2 |
| Apr 1, 2022 | AUM | $248,175,008 | $271,477,661 | increased by$23,302,653 |
| Apr 1, 2022 | Accounts | 39 | 48 | increased by9 |
| 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 “BIRCH RUN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BIRCH RUN” 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.