{
  "crd_number": 158730,
  "slug": "birch-creek-capital-llc-wynnewood-pa-158730",
  "primary_business_name": "BIRCH CREEK CAPITAL, LLC",
  "legal_name": "BIRCH CREEK CAPITAL, LLC",
  "dbas": [],
  "city": "Wynnewood",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2011-11-01",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 82842000.0,
  "raum_discretionary": 82842000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 52606000.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 30236000.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "PA"
  ],
  "websites": [
    "https://birchcreekcapital.com",
    "https://linkedin.com/company/birch-creek-capital-llc",
    "https://linkedin.com/in/birch-creek-capital-96b69737a"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158730",
  "city_as_filed": "WYNNEWOOD",
  "url": "https://advisorcensus.com/firm/birch-creek-capital-llc-wynnewood-pa-158730",
  "display_name": "Birch Creek Capital, LLC",
  "summary": "Birch Creek Capital, LLC is a state-registered investment advisory firm in Wynnewood, PA, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Birch Creek Capital, LLC (CRD 158730): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Birch Creek Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Birch Creek Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Birch Creek Capital, LLC located?",
      "a": "Birch Creek Capital, LLC's principal office is in Wynnewood, PA, according to its Form ADV."
    },
    {
      "q": "Is Birch Creek Capital, LLC registered with the SEC or a state?",
      "a": "Birch Creek Capital, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158730."
    },
    {
      "q": "How much does Birch Creek Capital, LLC manage?",
      "a": "Birch Creek Capital, LLC reports $82,842,000 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Birch Creek Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (4); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Birch Creek Capital, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/158730"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/birch-creek-capital-llc-wynnewood-pa-158730.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 52606000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": true,
      "raum": 30236000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158730",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}