BIRCHVIEW CAPITAL, LP

688 Pine Street
2nd Floor
Burlington, Vermont 05401
Tel: 802-923-3826

About BIRCHVIEW CAPITAL, LP

BIRCHVIEW CAPITAL, LP, formally registered with the SEC as BIRCHVIEW CAPITAL, LP. The firm was established in 05/27/2014. They have over 1 offices throughout the country.

BIRCHVIEW CAPITAL, LP is a Burlington, Vermont based Financial Planning firm with nearly $188,066,895 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170534
SEC#	801-79710
Assets Managed by Firm	$188,066,895
No. of Clients	16
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	16	$188,066,895
Individuals (other than high net worth individuals)	Fewer than 5 clients	$771,653
High net worth individuals	Fewer than 5 clients	$95,471,152

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