Data / Investment advisers / Texas / Birnam Wood Capital, LLC
Birnam Wood Capital, LLC, Dallas, TX: $106 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Birnam Wood Capital, LLC is an SEC registered investment adviser with its main office in Dallas, Texas and reports $106 million in regulatory assets under management in its Form ADV filed September 23, 2026. Its clients include high net worth individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management and performance based fees.
The request: Watch Birnam Wood Capital, LLC (CRD number 269897): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 269897
- SEC file number
- 801-118151
- SEC status
- Approved, effective February 28, 2020
- Main office
- 3963 Maple Avenue Suite 300, Dallas, TX 75219
- Phone
- (214) 935-3707
- Website
- birnamwood-capital.com
- Regulatory AUM
- $106,127,018 in the Form ADV filed September 23, 2026
- Non discretionary AUM
- $106,127,018
- Accounts
- 54
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 23, 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 | 51 | $71.3 million |
| Charitable organizations | Fewer than 5 | $32 million |
| Corporations or other businesses | Fewer than 5 | $2.9 million |
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 | $106.1 million | March 31, 2026 |
| December 1, 2025 | $107.5 million | February 11, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Gardner Group | Dallas | $125.3 million | Not listed | adviserinfo.sec.gov |
| Lone Star Investment Advisors, LLC | Dallas | $119.9 million | 3 | adviserinfo.sec.gov |
| Pathway Wealth Management, LLC | Dallas | $116 million | Not listed | adviserinfo.sec.gov |
| LRH Capital Advising LLC | Dallas | $113.9 million | 1 | adviserinfo.sec.gov |
| Double Eagle Wealth Management LLC | Dallas | $108.6 million | Not listed | adviserinfo.sec.gov |
| Ormonde Investment Management, LLC | Dallas | $105.3 million | Not listed | adviserinfo.sec.gov |
| Nexpoint Insurance Solutions, L.P. | Dallas | $95.7 million | Not listed | adviserinfo.sec.gov |
| Basa Advisors | Dallas | $95.7 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Birnam Wood Capital, LLC on the SEC's adviser search
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.