This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

institutional managerderivedprivate_client_share=0.1 fund_share=0.13 institutional_share=0.74 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$457MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$457M

Private client RAUM

$44.0MderivedItem 5.D individuals plus high net worth individuals

Private client share

10%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$229Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

55

High net worth clients

35

SEC number

801-108422

CRD

285285

Filings on the tape

16

First filed

Sep 13, 2016

Latest filed

Mar 25, 2026

Organised

Limited Liability Company, DE

Website

birchruninvestments.com

• Occurred

  Mar 25, 2026
  Regulatory AUM changed

  Birch Run Investments, Llc reported RAUM $457.5M, up 37% from $333.8M (2025-03-25 to 2026-03-25)

  Form ADVobserved 4 days ago
  $124M
• Occurred

  Sep 13, 2016
  First Form ADV filing

  Birch Run Investments, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8a6776ae-e39b-8e8d-5ad4-fddc29a692c9

First observed

Sep 13, 2016

Last observed

Mar 25, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.