Birchview Capital, Lp

Birchview Capital, LP, established in March 2025, is a financial advisor specializing in providing investment management services to privately offered investment funds and separately managed accounts. The firm's investment objective is to generate capital appreciation by focusing on underappreciated companies with growth potential, including public and private investments. Birchview manages approximately $183.1 million of client assets on a discretionary basis as of December 31, 2024. Fees are negotiable, with management fees generally at 1.5% per year and incentive allocations ranging from 10% to 20%. Birchview may receive research from broker-dealers without formal soft dollar arrangements. The firm has a Code of Ethics to ensure ethical conduct and fair treatment of clients, including personal trading policies. Birchview has discretion over investment decisions and may aggregate trades for multiple clients. The firm reviews client portfolios regularly and provides reports to clients. Birchview has custody of client assets and provides discretionary voting on client securities. The firm has no disciplinary events to report and is financially sound. Birchview discloses potential risks associated with its investment strategies, such as directional investments, leverage, and investing in specific sectors like biosciences and energy. Clients are advised to review all disclosures and consult with their own advisors before engaging Birchview's services.