Birch Run Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Exton, PA. Its latest Form ADV filing, dated March 25, 2026, reports $457M in regulatory assets under management, 5 employees, and 55 accounts.
Assets Under Management
$457M
Employees
5
Offices
--
Total Clients
55
Primary office
EXTON, PA
211 WELSH POOL ROAD, SUITE 234, EXTON, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.6% of total clients.
Top client categories% of clientsClients
1
HNWI
63.6%
35
2
Government
12.7%
7
3
Other Advisers
12.7%
7
4
Pension Plans
7.3%
4
5
Corporations
3.6%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$457Mas of March 25, 2026
Discretionary100.0%
$457M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$457M
Total Accounts55
10Y AUM Change+$317M (+226.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee11:1
10Y Employee Change+4 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.