Birch Creek Capital provides investment management services, primarily focused on municipal securities and other real estate-related securities. Birch Creek manages a privately offered pooled investment vehicle and also offers separately managed accounts. The firm employs a value strategy, constructing diversified portfolios of fixed income securities based on fundamental credit analysis, seeking current income and capital appreciation.
Assets Under Management$64M
Clients1
Advisors2
Avg. per Client$64M
Avg. per Advisor$32M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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