BIRCH HILL INVESTMENT ADVISORS LLC
CRD #143750 SEC #801-67818 BOSTON, MA 617-502-8300
SEC Registered
Total AUM
$2.7B
Discretionary
$2.7B
Employees
19
Clients
25
Accounts
1,346
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $2.7B | $2.7B | $0 | 19 | 0 |
| Feb 2024 | $2.4B | $2.4B | $0 | 19 | 0 |
| Oct 2023 | $2.1B | $2.1B | $0 | 19 | 0 |
| Mar 2023 | $2.1B | $2.1B | $0 | 19 | 0 |
| Mar 2023 | $2.1B | $2.1B | $0 | 19 | 0 |
| Oct 2022 | $2.5B | $2.5B | $0 | 18 | 1 |
| Jun 2022 | $2.5B | $2.5B | $0 | 18 | 1 |
| Mar 2022 | $2.5B | $2.5B | $0 | 18 | 1 |
| May 2021 | $2.2B | $2.2B | $3M | 17 | 0 |
| Mar 2021 | $2.2B | $2.2B | $3M | 17 | 0 |
| Jan 2021 | $2B | $2B | $2.6M | 18 | 0 |
| Oct 2020 | $2B | $2B | $2.6M | 18 | 0 |
| Jun 2020 | $2B | $2B | $2.6M | 18 | 0 |
| Jun 2020 | $2B | $2B | $2.6M | 18 | 0 |
| Feb 2020 | $2B | $2B | $2.6M | 18 | 0 |
| Jan 2020 | $1.6B | $1.6B | $1.7M | 18 | 0 |
| Jul 2019 | $1.6B | $1.6B | $1.7M | 18 | 0 |
| Mar 2019 | $1.6B | $1.6B | $1.7M | 18 | 0 |
| Apr 2018 | $1.6B | $1.6B | $1.8M | 17 | 0 |
| Mar 2018 | $1.6B | $1.6B | $1.8M | 17 | 0 |
| Sep 2017 | $1.4B | $1.4B | $1.5M | 16 | 200 |
| Mar 2017 | $1.4B | $1.4B | $1.5M | 16 | 200 |
| Sep 2016 | $1.3B | $1.3B | $1.4M | 16 | 200 |
| Mar 2016 | $1.3B | $1.3B | $1.4M | 16 | 200 |
| Mar 2015 | $1.3B | $1.3B | $1.3M | 14 | 200 |
| Mar 2014 | $1.2B | $1.2B | $1.5M | 14 | 144 |
| Mar 2013 | $1B | $1B | $1.1M | 13 | 138 |
| Mar 2012 | $963.8M | $963.1M | $773.3K | 11 | 139 |
| Mar 2011 | $970.2M | $969.9M | $269.5K | -- | -- |
| Nov 2010 | $891.7M | $871.6M | $20.1M | -- | -- |
| Mar 2010 | $891.7M | $871.6M | $20.1M | -- | -- |
| Mar 2008 | $915.9M | $894.5M | $21.4M | -- | -- |
| Aug 2007 | $806.8M | $806.8M | $0 | -- | -- |
| Jun 2007 | $0 | $0 | $0 | 10 | -- |
| May 2007 | $0 | $0 | $0 | 10 | -- |
| Apr 2007 | $0 | $0 | $0 | -- | -- |
DateFeb 2025
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees19
Clients0
DateFeb 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees19
Clients0
DateOct 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees19
Clients0
DateMar 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees19
Clients0
DateMar 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees19
Clients0
DateOct 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees18
Clients1
DateJun 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees18
Clients1
DateMar 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees18
Clients1
DateMay 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$3M
Employees17
Clients0
DateMar 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$3M
Employees17
Clients0
DateJan 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$2.6M
Employees18
Clients0
DateOct 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$2.6M
Employees18
Clients0
DateJun 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$2.6M
Employees18
Clients0
DateJun 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$2.6M
Employees18
Clients0
DateFeb 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$2.6M
Employees18
Clients0
DateJan 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$1.7M
Employees18
Clients0
DateJul 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$1.7M
Employees18
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$1.7M
Employees18
Clients0
DateApr 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$1.8M
Employees17
Clients0
DateMar 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$1.8M
Employees17
Clients0
DateSep 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.5M
Employees16
Clients200
DateMar 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.5M
Employees16
Clients200
DateSep 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.4M
Employees16
Clients200
DateMar 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.4M
Employees16
Clients200
DateMar 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.3M
Employees14
Clients200
DateMar 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$1.5M
Employees14
Clients144
DateMar 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$1.1M
Employees13
Clients138
DateMar 2012
Total AUM$963.8M
Discretionary$963.1M
Non-Disc.$773.3K
Employees11
Clients139
DateMar 2011
Total AUM$970.2M
Discretionary$969.9M
Non-Disc.$269.5K
Employees--
Clients--
DateNov 2010
Total AUM$891.7M
Discretionary$871.6M
Non-Disc.$20.1M
Employees--
Clients--
DateMar 2010
Total AUM$891.7M
Discretionary$871.6M
Non-Disc.$20.1M
Employees--
Clients--
DateMar 2008
Total AUM$915.9M
Discretionary$894.5M
Non-Disc.$21.4M
Employees--
Clients--
DateAug 2007
Total AUM$806.8M
Discretionary$806.8M
Non-Disc.$0
Employees--
Clients--
DateJun 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--