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BIRCHVIEW CAPITAL, LP

BURLINGTON, VT · CRD 170534 · IAPD ↗ · birchviewcapital.com · 802-923-3826

$239.1MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
12Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — BIRCHVIEW CAPITAL, LP reported RAUM up 31% ($183.1M -> $239.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2025 — BIRCHVIEW CAPITAL, LP notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — BIRCHVIEW CAPITAL, LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — BIRCHVIEW CAPITAL, LP grew from 2 to 4 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.