Birch Capital Management, LLC
● SEC registered since 2018CRD 152302SEC# 801-112497
Reg. AUM
$235.5M
Employees
2
Accounts
159
Location
—
Birch Capital Management, LLC assets under management
Birch Capital Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2018. It reports $235.5 million in regulatory assets under management and employs 2 people.
Birch Capital Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barclay D Nelson Control | Managing Member And Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Birch Capital Management, LLC manage?
Birch Capital Management, LLC reports $235.5 million in regulatory assets under management on its Form ADV.
How many employees does Birch Capital Management, LLC have?
Birch Capital Management, LLC reports 2 employees.
Does Birch Capital Management, LLC disclose fund performance?
Birch Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (214) 810-2824 |
| Fax | (888) 508-9660 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1799859 |
| Discloses disciplinary history | No |
Regulatory AUM
$235.5M▼ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$235.5Mregulatory AUM
Discretionary $230.2MNon-discretionary $5.3M