BIRCH RUN INVESTMENTS, LLC
CRD #285285 SEC #801-108422 EXTON, PA (610) 321-3453
SEC Registered
Total AUM
$333.8M
Discretionary
$333.8M
Employees
5
Clients
0
Accounts
42
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $333.8M | $333.8M | $0 | 5 | 0 |
| Mar 2024 | $270M | $270M | $0 | 4 | 0 |
| Mar 2023 | $223.1M | $223.1M | $0 | 5 | 0 |
| Mar 2022 | $271.5M | $271.5M | $0 | 5 | 0 |
| Feb 2021 | $248.2M | $248.2M | $0 | 5 | 0 |
| Jun 2020 | $220.9M | $220.9M | $0 | 5 | 0 |
| May 2020 | $220.9M | $220.9M | $0 | 5 | 0 |
| Mar 2020 | $220.9M | $220.9M | $0 | 5 | 0 |
| Mar 2019 | $195.7M | $195.7M | $0 | 4 | 0 |
| Mar 2018 | $145.7M | $145.7M | $0 | 3 | 0 |
| Mar 2017 | $140.2M | $140.2M | $0 | 1 | 1 |
| Feb 2017 | $100.3M | $100.3M | $0 | 1 | 1 |
| Dec 2016 | $0 | $0 | $0 | 1 | 0 |
| Dec 2016 | $0 | $0 | $0 | 1 | 0 |
| Sep 2016 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$333.8M
Discretionary$333.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$223.1M
Discretionary$223.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$271.5M
Discretionary$271.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$248.2M
Discretionary$248.2M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$220.9M
Discretionary$220.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$220.9M
Discretionary$220.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$220.9M
Discretionary$220.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$195.7M
Discretionary$195.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$140.2M
Discretionary$140.2M
Non-Disc.$0
Employees1
Clients1
DateFeb 2017
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees1
Clients1
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0