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AS BIRCH GROVE LP

NEW YORK, NY · CRD 168245 · IAPD ↗ · 212-753-7510

$6.04BRegulatory AUM
18Advisory reps
32Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
June 2025 — AS BIRCH GROVE LP (NEW YORK, NY) left the SEC roster (was $6.04B RAUM, 18 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
52
April 2024 — AS BIRCH GROVE LP reported RAUM up 39% ($4.34B -> $6.04B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2024 — AS BIRCH GROVE LP grew from 14 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.