BIRCHVIEW CAPITAL, LP

BIRCHVIEW CAPITAL, LP of BURLINGTON, VT is an SEC-registered investment adviser (CRD 170534). Regulatory assets under management: $239.1M.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Investment cos.

Officers, owners & control persons (9)

NameRoleLocation
Matthew William StrobeckCHIEF EXECUTIVE OFFICER AND MANAGING PARTNER; CHIEF INVESTMENT OFFICER AND MANAGING PARTNER; MANAGING MEMBER—
Benjamin Grant SmallCHIEF OPERATING OFFICER—
John Boardman TrottierCHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER—
Eric Kumar VarmaCHIEF INVESTMENT OFFICER—
Nicholas RenegarDIRECTOR OF QUANT STRATEGIES—
STROBECK MATTHEW WILLIAMCHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND LIMITED PARTNER; CHIEF INVESTMENT OFFICER AND MANAGING PARTNER (+1 more)—
SMALL BENJAMIN GRANTCHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER—
MCCORMICK RICHARDCHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER; INTERIM CHIEF FINANCIAL OFFICER (+1 more)—
TROTTIER JOHN BOARDMANCHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER—

Private funds (12)

Hedge Fund: 1 · Private Equity Fund: 11

FundTypeFormedOwnersGross asset valueMin investment
BIRCHVIEW FUND LLCHedge FundDelaware41$97.5M$1.0M
MONTERIS BC HOLDINGS 5 LLCPrivate Equity FundDelaware19$4.2M—
BIRCHVIEW CAPITAL VF III, LLCPrivate Equity FundDelaware9$4.2M—
MONTERIS BC HOLDINGS 7 LLCPrivate Equity FundDelaware14$3.8M—
MONTERIS BC HOLDINGS 6 LLCPrivate Equity FundDelaware11$2.5M—
MONTERIS BC HOLDINGS, LLCPrivate Equity FundDelaware20$18K—
MONTERIS BC HOLDINGS 4 LLCPrivate Equity FundDelaware13$17K—
ED BC HOLDINGS 3, LLCPrivate Equity FundDelaware8$9K—
ED BC HOLDINGS LLCPrivate Equity FundDelaware7$6K—
MONTERIS BC HOLDINGS 3, LLCPrivate Equity FundDelaware18$2K—
MONTERIS BC HOLDINGS 2, LLCPrivate Equity FundDelaware18$583$10K
MONTERIS BC NOTE LLCPrivate Equity FundDelaware18$220—

Branch offices (2)

CityStateEmployeesPhone
BOSTONMA3802-923-3826
BOSTONMA3802-923-3826

Fund service providers (1)

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