Data / Investment advisers / Vermont / Birchview Capital, LP
Birchview Capital, LP, Burlington, VT: $239 million AUM, SEC registered investment adviser
Birchview Capital, LP is an SEC registered investment adviser with its main office in Burlington, Vermont and reports $239 million in regulatory assets under management in its Form ADV filed October 13, 2026. Its clients include high net worth individuals, pooled investment vehicles and individuals. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 170534
- SEC file number
- 801-79710
- SEC status
- Approved, effective May 27, 2014
- Main office
- 688 Pine Street 2nd Floor, Burlington, VT 05401
- Phone
- (802) 923-3826
- Website
- birchviewcapital.com
- Regulatory AUM
- $239,112,096 in the Form ADV filed October 13, 2026
- Discretionary AUM
- $239,112,096
- Accounts
- 16
- Employees
- 6, of which 5 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 2 hedge funds
- Gross assets of private funds
- $97,541,128
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $126.1 million |
| Pooled investment vehicles | 12 | $112.3 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $720,538 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $239.1 million | March 31, 2026 |
| December 1, 2025 | $183.1 million | August 21, 2025 |
Other advisers in Burlington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Champlain Investment Partners, LLC | Burlington | $10.18 billion | 4 | adviserinfo.sec.gov |
| One Day in July LLC | Burlington | $1.36 billion | Not listed | adviserinfo.sec.gov |
| Hanson & Doremus Investment Management | Burlington | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Rock Point Advisors, LLC | Burlington | $655.7 million | Not listed | adviserinfo.sec.gov |
| Teucrium Investment Advisors, LLC | Burlington | $277.4 million | Not listed | adviserinfo.sec.gov |
| Westview Investment Advisors | Burlington | $228.6 million | Not listed | adviserinfo.sec.gov |
| 44 North Capital, LLC | Burlington | $125.1 million | Not listed | adviserinfo.sec.gov |
| Gaingels Ventures LLC | Burlington | Not listed | 734 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Burlington, VT
- Investment advisers in Vermont
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Birchview Capital, LP on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.