Birchcroft Investments manages a single pooled investment fund, aiming for capital appreciation by investing in publicly traded companies. The firm's investment strategy involves identifying good companies at fair prices and holding them long-term. Birchcroft offers two fee structures: one with asset and performance fees (for qualified clients only) and another with only asset-based fees (available to all clients). Matthew Raher, the firm's founder, serves as President, Chief Compliance Officer, and portfolio manager.
Assets Under Management$610K
Clients1
Advisors1
Avg. per Client$610K
Avg. per Advisor$610K
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Birchcroft Investments offers two fee options for its pooled investment fund:
- Option 1 (for qualified clients only): 0.5% of your portfolio per year, plus 10% of net profits. The asset fee is deducted monthly, and the performance fee is deducted annually. There's a high-water mark, meaning you won't pay a performance fee in years following a loss until your account is back to even.
- Option 2 (available to all clients): 2.0% of your portfolio per year. This fee is deducted monthly, and there are no performance-based fees.
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