B
$239.1M Total AUM
$239.1M Disc. AUM
-- 3Y CAGR
6 Employees
12 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Goldman Sachs · Morgan Stanley · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2014
- Office Locations
- 1
Office Locations
688 Pine Street 2ND Floor Burlington VT
About Birchview Capital, LP
Birchview Capital, LP is a Burlington-based RIA. The firm has been operating for 12 years. Managing $239.1M in total assets under management, with 5 advisory representatives. They custody assets with Goldman Sachs and Morgan Stanley. Services offered include Estate Planning, Insurance.
Team overview
-- AVG AGE
$47.8M AVG AUM / ADVISOR
$19.9M AVG AUM / CLIENT
6.2 yrs AVG TENURE
6 Employees
5 Advisory Reps
0 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Fusion Signal oak Alpha meridian Vector bridge Signal
Client Personas
Catalyst
Investment Themes
Eagle pathway
Services
Horizon Frontier vector
Owner & Executives
M
MATTHEW WILLIAM STROBECK
Chief Executive Officer, Managing Partner
- CRD
- --
- Ownership
- 75% or more
(664) 377-7421
beacon.prime@elementcapital.com
in linkedin.com/in/quantum-ember
N
Nicholas Renegar
--
- CRD
- --
- Ownership
- Less than 5%
(599) 680-8160
atlas.pathway@insightcapital.com
in linkedin.com/in/frontier-value
M
Matrix foundation
Horizon meridian
- CRD
- #48232
- Ownership
- 21.9%
(569) 905-4164
momentum.momentum@atlascapital.com
in linkedin.com/in/atlas-insight
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $239,112,096 | $14,944,506 |
| Non-Discretionary | $0 | -- |
| Total | $239,112,096 | $14,944,506 |
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Separately Managed Accounts
Total SMA Asset: $126,832,317
Equity - Exchange:
10.1% Other:
35.7% Equity - OTC:
45.1% Cash:
9.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $466,015,597 | 10.1% |
| Other | $1,647,203,645 | 35.7% |
| Equity - OTC | $2,080,921,132 | 45.1% |
| Cash | $419,875,439 | 9.1% |
| Total | $4,614,015,813 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK SUMMIT VALUE | VECTOR ATLAS | HVUK96818 | JWPPY | 7.49% | $18,080,323 |
| BRIDGE BEACON TIMBER | EMBER HARBOR | BCKL1BZV2 | ZRRLK | 1.56% | $64,259,486 |
| SIGNAL RADIAL FOUNDATION | EMBER VITAL | 8Q97FR9IK | JCW | 2.28% | $60,795,284 |
| MATRIX BEACON | HARBOR HARBOR | 1MM5P2G5K | JPM | 5.33% | $90,783,794 |
| FRONTIER HARBOR PATHWAY | HARBOR WAVE | PPCBR8SLO | RTP | 7.00% | $73,655,317 |
| PATHWAY FOUNDATION | RIDGE SUMMIT | 5S2K41U8F | VLFY | 5.17% | $54,882,852 |
| SIGNAL INSIGHT | BEACON VALUE | 7QUNMPI12 | ENS | 3.25% | $3,857,019 |
| VITAL ALPHA | HARBOR VITAL | Q2TDE4ZDE | ZGQQW | 11.09% | $56,030,868 |