Fee-OnlyFinder

Birchview Capital, LP

% of assets managed in Burlington, VT

SEC registeredNo commissions reported

Call (802) 923-3826Send a messageMap ↗

Public-record details

Address
688 Pine Street, 2nd Floor, Burlington, VT 05401
Phone
(802) 923-3826
Listed under
% of assets managed
CRD number
170534
Registration
SEC registered since 2014-05-27
Compensation (Form ADV 5.E)
Percentage of assets under management; Performance-based fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$239.1 million
Accounts managed
16
Clients reported (Form ADV 5.D)
12
Employees
6
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-31

SEC registered investment adviser, CRD 170534, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Burlington

44 North Capital, LLC431 Pine Street, Suite 114 · Burlington, VT 05401 · (802) 300-0614 · Financial planningCRD 327552 · % of assets, Fixed fees · $125.1 million AUMSEC registeredNo commissions reportedBlue Slate Investment Management69 College Street · Burlington, VT 05401 · (802) 242-0019 · Financial planningCRD 332847 · % of assets, Hourly charges · $14.3 million AUMState registeredNo commissions reportedChamplain Investment Partners, LLC180 Battery Street, Suite 400 · Burlington, VT 05401 · (802) 846-6200 · % of assets managedCRD 132474 · % of assets, Performance-based fees · $10.2 billion AUMSEC registeredNo commissions reportedHanson & Doremus Investment Management431 Pine Street, Suite 302 · Burlington, VT 05401 · (802) 658-2668 · Financial planningCRD 108045 · % of assets, Hourly charges · $1.1 billion AUMSEC registeredNo commissions reportedOak Maple Finance, LLC35 King Street, Suite 10 · Burlington, VT 05401 · (802) 662-2880 · Financial planningCRD 322908 · % of assets, Hourly charges, Fixed fees · $92.5 million AUMState registeredNo commissions reportedOne Day in July LLC77 College St. #3a · Burlington, VT 05401 · (802) 503-8280 · Financial planningCRD 284335 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedRock Point Advisors, LLC77 College Street, 4th Floor · Burlington, VT 05401 · (802) 864-2266 · Financial planningCRD 130825 · % of assets · $655.7 million AUMSEC registeredNo commissions reportedShipwright Advisors50 Lakeside Ave #106 · Burlington, VT 05401 · (802) 777-4288 · Financial planningCRD 329816 · % of assets, Fixed fees · $2.2 million AUMState registeredNo commissions reported

All 10 in Burlington →