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FIRM PROFILE
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.
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
Total Client Assets:
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FIRM INFORMATION
71 South Wacker Drive Suite 2425, Chicago, IL 60606
71 South Wacker Drive Suite 2425, Chicago, IL 60606
Small
(312) 973-1800
Delaware since 04/11/2016
Partnership
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at BIRCH LAKE PARTNERS, LP
Michael Sean Hogan
Matthew Slavik
Almedina Palic
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