# BIRCHBROOK

BIRCHBROOK of BANGOR, ME is an SEC-registered investment adviser.

## Registration

- CRD: 105164
- Type: SEC-registered investment adviser
- SEC file number: 801-36582
- Location: 82 COLUMBIA ST, BANGOR, ME, 04401
- Phone: 207-990-1117
- Latest filing: 2026-04-14
- Regulatory AUM: $296.5M
- Discretionary AUM: $289.8M
- Non-discretionary AUM: $6.7M
- Clients: 7
- Accounts: 863

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Lucie Elizabeth Estabrook | CHIEF EXECUTIVE OFFICER | — |
| Jennifer Lynn Eastman | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Charles James Mussallem | CHIEF INVESTMENT OFFICER | — |
| Jennifer L Eastman | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Charles J Mussallem | CHIEF INVESTMENT OFFICER | — |
| DEIGHAN JEAN MARGUERITE | CEO; PRESIDENT; PRESIDENT/OWNER (+1 more) | — |
| WILSON JENIFER LYNNE | CFA - EXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER; CFA - VICE PRESIDENT/EXECUTIVE OFFICER; CFA - VICE PRESIDENT/EXECUTIVE OFFICER/CCO (+4 more) | — |
| HANSON DAWN MARIE | CFP - PORTFOLIO MANAGER; CFP - PORTFOLIO MANAGER/EXECUTIVE OFFICER; OPERATIONS MANAGER/REGISTERED INVESTMENT ADVISOR REPRESENTATIVE | — |
| SMITH JENNIFER LYNNE | VICE PRESIDENT | — |
| BOUCHEY DAWN MARIE | OPERATIONS MANAGER/REGISTERED INVESTMENT ADVISOR REPRESENTATIVE | — |
| WILSON-SMITH JENIFER LYNNE | VICE PRESIDENT | — |
| ESTABROOK LUCIE ELIZABETH | CHIEF EXECUTIVE OFFICER; VICE PRESIDENT; VICE PRESIDENT AND CHIEF OPERATING OFFICER | — |
| BUTLER JENIFER LYNNE | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER; SENIOR ADVISOR | — |
| Eastman Jennifer L | CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | — |
| SKAVES MATTHEW THOMAS | CHIEF INVESTMENT OFFICER | — |
| Mussallem Charles J | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105164/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105164/similar
- Related entities: https://search.stillhousedata.com/firm/105164/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105164

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.