Birch Run Investments, LLC

$457.5MAssets under management
as of Mar 2026 · SEC Form ADV
Exton, PA
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No one at Birch Run Investments, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Principal Custody Solutions
Per Form ADV · $129M held · filed Mar 2024
Schwab
Per Form ADV · $50M held · filed Mar 2024
State Street
Per Form ADV · $34M held · filed Mar 2024
Pnc Brokerage Corp
Per Form ADV · $29M held · filed Mar 2024
Wilmington Trust
Per Form ADV · $26M held · filed Mar 2024