Birchbrook
● SEC registered since 1990CRD 105164SEC# 801-36582Bangor, ME
Reg. AUM
$296.5M
Employees
7
Accounts
863
Location
Bangor, ME
Birchbrook assets under management
Birchbrook is an SEC-registered investment adviser based in Bangor, ME. The firm has been registered since 1990. It reports $296.5 million in regulatory assets under management and employs 7 people.
Birchbrook owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles James Mussallem Control | Chief Investment Officer | Under 5% | 2023 |
| Jennifer Lynn Eastman Control | Chief Operations Officer & Chief Compliance Officer | 25-50% | 2019 |
| Lucie Elizabeth Estabrook Control | Chief Executive Officer | Over 75% | 2019 |
Frequently asked questions
How much does Birchbrook manage?
Birchbrook reports $296.5 million in regulatory assets under management on its Form ADV.
How many employees does Birchbrook have?
Birchbrook reports 7 employees.
Where is Birchbrook located?
Birchbrook is based in Bangor, ME and has been SEC-registered since 1990.
Does Birchbrook disclose fund performance?
Birchbrook is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 82 Columbia St, Bangor, ME 04401 |
| Phone | 207-990-1117 |
| Fax | 207-990-1551 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$296.5M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$296.5Mregulatory AUM
Discretionary $289.8MNon-discretionary $6.7M