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CRD#: 285558
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

BIRCH LAKE PARTNERS, LP is located at 71 South Wacker Drive Suite 2425, Chicago, IL 60606 and was first established at Chicago, Delaware in 04/11/2016. After operating for 9 years, BIRCH LAKE PARTNERS, LP has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BIRCH LAKE PARTNERS, LP’s clients are individuals and 0% of their clients are high net worth individuals. BIRCH LAKE PARTNERS, LP has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BIRCH LAKE PARTNERS, LP are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BIRCH LAKE PARTNERS, LP‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BIRCH LAKE PARTNERS, LP. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

Crafted using large generative AI models

Where the Statistical Data for BIRCH LAKE PARTNERS, LP Comes From

Understanding the Statistics for BIRCH LAKE PARTNERS, LP and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
71 South Wacker Drive Suite 2425, Chicago, IL 60606
Mailing Address
71 South Wacker Drive Suite 2425, Chicago, IL 60606
Firm Size
Small
Phone Number
(312) 973-1800
Established
Delaware since 04/11/2016
Firm Type
Partnership
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BUTLER, JOHN W. JRCEO6714787
BUTLER, JOHN W. JRLIMITED PARTNER6714787
BIRCH LAKE PARTNERS GP, LLCGENERAL PARTNER
CHOW, PAULINE POLINGMANAGING DIRECTOR, CCO, AMLCO6782996
KIRSCHENBLATT, CHAD ETHANFINOP2503352

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Advisor's working at BIRCH LAKE PARTNERS, LP

MH

Michael Sean Hogan

RR
CRD#: 5373704
Location:
Chicago, IL 60606
Company:
BIRCH LAKE PARTNERS, LP
Disclosures:
Experience:
3 years
View Profile
MS

Matthew Slavik

Matt Slavik
RR
CRD#: 7401823
Location:
Chicago, IL 60606
Company:
BIRCH LAKE PARTNERS, LP
Disclosures:
Experience:
4 years
View Profile
AP

Almedina Palic

RR
CRD#: 6368783
Location:
Chicago, IL 60606
Company:
BIRCH LAKE PARTNERS, LP
Disclosures:
Experience:
11 years
View Profile
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