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CRD 170534
BURLINGTON, VT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BIRCHVIEW FUND LLC | Hedge Fund | $67.7M | Oct 21, 2024 | 36 | Apr 29, 2014 | reported | 021-214172 |
| MONTERIS BC HOLDINGS 5 LLC | Private Equity Fund | $10.0M | Oct 21, 2024 | 19 | Mar 30, 2021 | reported | 021-373397 |
| MONTERIS BC HOLDINGS 7 LLC | Private Equity Fund | $5.3M | Oct 21, 2024 | 14 | Mar 22, 2023 | reported | 021-458211 |
| BIRCHVIEW CAPITAL VF III, LLC | Private Equity Fund | $4.6M | Oct 21, 2024 | 9 | Sep 29, 2021 | reported | 021-401662 |
| MONTERIS BC HOLDINGS 6 LLC | Private Equity Fund | $4.2M | Oct 21, 2024 | 11 | Mar 22, 2023 | reported | 021-447734 |
| MONTERIS BC HOLDINGS 4 LLC | Private Equity Fund | $27,580 | Oct 21, 2024 | 13 | Jun 12, 2020 | reported | 021-363789 |
| MONTERIS BC HOLDINGS, LLC | Private Equity Fund | $23,169 | Oct 21, 2024 | 20 | Mar 28, 2016 | reported | 021-272760 |
| ED BC HOLDINGS 3, LLC | Private Equity Fund | $18,973 | Oct 21, 2024 | 8 | Mar 30, 2020 | reported | 021-352398 |
| ED BC HOLDINGS LLC | Private Equity Fund | $15,955 | Oct 21, 2024 | 7 | Mar 31, 2017 | reported | 021-271106 |
| MONTERIS BC HOLDINGS 3, LLC | Private Equity Fund | $12,464 | Oct 21, 2024 | 18 | Mar 20, 2019 | reported | 021-323191 |
| MONTERIS BC HOLDINGS 2, LLC | Private Equity Fund | $7,203 | Oct 21, 2024 | 18 | Aug 24, 2017 | reported | 021-287743 |
| MONTERIS BC NOTE LLC | Private Equity Fund | $5,280 | Oct 21, 2024 | 18 | Mar 31, 2017 | reported | 021-275711 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BIRCHVIEW CAPITAL GP, LLC | GENERAL PARTNER | Na | yes | 02/2014 | Mar 28, 2016 | Oct 21, 2024 |
| SMALL, BENJAMIN, GRANT | CHIEF OPERATING OFFICER | Na | yes | 02/2014 | Apr 29, 2014 | Oct 21, 2024 |
| STROBECK, MATTHEW, WILLIAM | MANAGING MEMBER | E | yes | 02/2014 | Apr 29, 2014 | Oct 21, 2024 |
| STROBECK, MATTHEW, WILLIAM | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | E | yes | 02/2014 | Apr 29, 2014 | Oct 21, 2024 |
| TROTTIER, JOHN, BOARDMAN | CHIEF FINANCIAL OFFICER | Na | yes | 11/2022 | Mar 22, 2023 | Oct 21, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BIRCHVIEW PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $239M | $239M | 6 | 5 | 1 | 12 | n/a |
| 2024 | Mar 28, 2025 | $183M | $183M | 5 | 4 | 1 | 12 | n/a |
| 2023 | Apr 5, 2024 | $188M | $188M | 3 | 2 | 0 | 12 | $91.8M |
| 2022 | Mar 22, 2023 | $211M | $211M | 7 | 3 | 0 | 12 | $93.8M |
| 2021 | Mar 17, 2022 | $231M | $231M | 4 | 2 | 0 | 10 | $116M |
| 2020 | Mar 30, 2021 | $250M | $250M | 3 | 2 | 0 | 9 | $117M |
| 2019 | Mar 30, 2020 | $219M | $219M | 3 | 2 | 0 | 7 | $146M |
| 2018 | Mar 20, 2019 | $155M | $155M | 3 | 2 | 0 | 6 | $64.4M |
| 2017 | Mar 30, 2018 | $215M | $215M | 3 | 2 | 0 | 5 | $75.5M |
| 2016 | Mar 31, 2017 | $213M | $213M | 3 | 2 | n/a | 4 | $63.2M |
| 2015 | Mar 28, 2016 | $216M | $216M | 3 | 2 | n/a | 2 | $60.0M |
| 2014 | Mar 30, 2015 | $185M | $185M | 3 | 2 | n/a | 1 | $34.9M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $239M | $183M | 30.6% | $211M | 4.3% | 6 | 5 | 1 | 1 |