# Birch Creek Capital, LLC

> 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.

- CRD: 158730
- Filed as: BIRCH CREEK CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wynnewood, PA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158730
- AdvisorCensus page: https://advisorcensus.com/firm/birch-creek-capital-llc-wynnewood-pa-158730

## Quick answers

**How is Birch Creek Capital, LLC compensated?**
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.

**Where is Birch Creek Capital, LLC located?**
Birch Creek Capital, LLC's principal office is in Wynnewood, PA, according to its Form ADV.

**Is Birch Creek Capital, LLC registered with the SEC or a state?**
Birch Creek Capital, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158730.

**How much does Birch Creek Capital, LLC manage?**
Birch Creek Capital, LLC reports $82,842,000 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Birch Creek Capital, LLC serve?**
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).

**Does Birch Creek Capital, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $82,842,000
- Discretionary: $82,842,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $52,606,000 |
| Corporations or other businesses not listed above | 4 | $30,236,000 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2011 (14 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- birchcreekcapital.com
- LinkedIn @birch-creek-capital-llc
- LinkedIn @birch-creek-capital-96b69737a

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Birch Creek Capital, LLC (CRD 158730): Form ADV filing data as of October 2026.