AdvisorCensus / Financial advisors / Massachusetts / Boston / Birch Hill Investment Advisors LLC
Birch Hill Investment Advisors LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 25, 2026.
Quick answers
From the filingHow is Birch Hill Investment Advisors LLC compensated?
On its Form ADV (Item 5.E, October 2026), Birch Hill Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Birch Hill Investment Advisors LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated February 25, 2026 states: Up to $2,000,000: 1% a year; $2,000,000 to $5,000,000: 0.75% a year; Above $5,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Birch Hill Investment Advisors LLC located?
Birch Hill Investment Advisors LLC's principal office is in Boston, MA, according to its Form ADV.
Is Birch Hill Investment Advisors LLC registered with the SEC or a state?
Birch Hill Investment Advisors LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143750.
How much does Birch Hill Investment Advisors LLC manage?
Birch Hill Investment Advisors LLC reports $2,947,308,859 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).
How have Birch Hill Investment Advisors LLC's assets and staff changed since 2021?
In the Form ADV data for Birch Hill Investment Advisors LLC: Regulatory assets under management: $2,165,698,325 in the October 2021 data and $2,947,308,859 in the October 2026 data, up 36%. Total employees: 17 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Birch Hill Investment Advisors LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (169); individuals (other than high net worth individuals) (13); charitable organizations (13).
Which custodians does Birch Hill Investment Advisors LLC use?
Birch Hill Investment Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Birch Hill Investment Advisors LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143750
What changed in Birch Hill Investment Advisors LLC's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $2,654,299,125 to $2,947,308,859 (+11%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1% |
| $2,000,000 to $5,000,000 | 0.75% |
| Above $5,000,000 | 0.5% |
The brochure's wording
The standard annual fee schedule is as follows: 1.00% on the first $2 million, plus 0.75% on the next $3 million, plus 0.50% on the balance of market value, with a minimum annual fee of up to $20,000.
As stated in the firm's Form ADV Part 2A brochure dated February 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$2,947,308,859 as of October 2026, filing dated February 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2007 (19 years)
- Employees
- Total: 19. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
23 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,947,308,859 | 19 | February 25, 2026 |
| October 2025 | $2,654,299,125 | 19 | February 28, 2025 |
| October 2024 | $2,389,324,863 | 19 | February 27, 2024 |
| October 2023 | $2,064,583,618 | 19 | October 3, 2023 |
| October 2022 | $2,511,069,033 | 18 | June 3, 2022 |
| October 2021 | $2,165,698,325 | 17 | May 12, 2021 |
Regulatory assets under management: $2,165,698,325 in the October 2021 data and $2,947,308,859 in the October 2026 data, up 36%.
Total employees: 17 in October 2021 and 19 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $2,654,299,125 to $2,947,308,859 (+11%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Birch Hill Investment Advisors LLC (CRD 143750): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/birch-hill-investment-advisors-llc-boston-ma-143750