Birch Capital Management is an investment advisor in Dallas with $222.69 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
271904871
SEC advisor number
801-112497
FINRA CRD number
152302
AUM ?
$222.69 mm
(as of 19 Oct 22)
Accounts
120
(as of 19 Oct 22)
Employees
2
(2 investment advisory or research)
Address
Birch Capital Management
1434 LA SENDA PLACE
DALLAS
TX 75208-2525
1434 LA SENDA PLACE
DALLAS
TX 75208-2525
Office hours
Monday - Friday, BY APPOINTMENT ONLY
Phone
2148102824
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Nelson, Barclay, D | Managing Member and Chief Compliance Officer | 07/2004 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
30 Mar 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
30 Mar 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
30 Mar 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
6 Oct 22