AUMdb
BR

Birch Run Capital Advisors, Lp

State-registered Investment Adviser CRD 157167 · SEC file 801-72954 · Dallas, TX
☆ Save with Pro ADV data as of Jan 13, 2022
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$232M $499M
Dec 8, 2011 Aug 6, 2021

Reported AUM from Form ADV filings, plotted by filing date · as of Jan 13, 2022

Private funds (3)

Reported in Form ADV Section 7.B.(1), filing of Aug 2021 · $269M combined gross assets

FundTypeDomicileGross assetsOwners
Birch Run Capital Partners, Lp Hedge Fund Delaware $186M 9
Walnut Brc, Lp Hedge Fund Delaware $46.3M 5
Torch Brc, Lp Hedge Fund Delaware $36.4M 3

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Beltzman, Daniel, Gordon Manager May 2006 (20y) 50% – 75%
Gregory Howard Smith Manager May 2006 (20y) 50% – 75%
Abramovich, Caren Chief Compliance Officer Sep 2011 (15y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Brc Advisors Gp, Llc General Partner Dec 2013 A Less than 5%

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (3, $269M gross assets)

FundTypeGross assetsMin. investmentOwners
Birch Run Capital Partners, Lp Hedge Fund $186M $5.0M 9
Walnut Brc, Lp Hedge Fund $46.3M $5.0M 5
Torch Brc, Lp Hedge Fund $36.4M $5.0M 3

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/13/2022 607 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 13, 2022.

View current Form ADV (SEC/IAPD) ↗