# 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.

- CRD: 143750
- Filed as: BIRCH HILL INVESTMENT ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143750
- AdvisorCensus page: https://advisorcensus.com/firm/birch-hill-investment-advisors-llc-boston-ma-143750

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,947,308,859
- Discretionary: $2,947,308,859
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $7,718,272 |
| High net worth individuals | 169 | $2,672,887,309 |
| Charitable organizations | 13 | $205,818,492 |
| Corporations or other businesses not listed above | Fewer than 5 | $60,884,786 |

### 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)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 19 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DC, FL, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bhboston.com
- LinkedIn @BIRCH-HILL-INVESTMENT-ADVISORS-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,165,698,325 | 17 | May 12, 2021 |
| October 2022 | $2,511,069,033 | 18 | June 3, 2022 |
| October 2023 | $2,064,583,618 | 19 | October 3, 2023 |
| October 2024 | $2,389,324,863 | 19 | February 27, 2024 |
| October 2025 | $2,654,299,125 | 19 | February 28, 2025 |
| October 2026 | $2,947,308,859 | 19 | February 25, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Birch Hill Investment Advisors LLC (CRD 143750): Form ADV filing data as of October 2026.