Birch RUN Capital Advisors is based out of Dallas. Birch RUN Capital Advisors is a hedge fund Whalewisdom has at least 44 13F filings, 11 13D filings, and 7 13G filings
03/31/2023
03/31/2023
03/31/2023
09/30/2022
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
09/30/2022
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ALL HOLDINGS | TOP-20 HOLDINGS | |||||||
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min | max | mean | median | min | max | mean | median | |
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Tangible Book Value Per Share | Premium subscription required | |||||||
Rev. Growth | Premium subscription required | |||||||
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Altman Z-Score | Premium subscription required | |||||||
Sector Allocation |
Top 20 equal-weighted holdings. Performance numbers calculated through 2021-11-15
Performance for Q3 2021: | -2.98% |
Performance Last 4 Quarters: | 39.43% |
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SEC Registration as : | |
Form of Organization: | Limited Partnership |
Organized in: | DE |
Number of employees: | |
Other Business Activities: | |
Advisor Fees/Compensation: | |
Amount of client funds and securities: | |
Total Number of Clients: | 0 |
Amount of client funds and securities by related persons: | |
Total Number of clients from related persons: | |
Disclosures: |
Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
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SMITH, GREGORY, HOWARD | MANAGER | 05/01/2006 | Direct | 50 - 75% | |||||||||||
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BELTZMAN, DANIEL, GORDON | MANAGER | 05/01/2006 | Direct | 50 - 75% | |||||||||||
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BRC ADVISORS GP, LLC | GENERAL PARTNER | 12/01/2013 | Direct | less than 5% | |||||||||||
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ABRAMOVICH, CAREN | CHIEF COMPLIANCE OFFICER | 09/01/2011 | Direct | less than 5% | |||||||||||
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SMITH, GREGORY, HOWARD | MANAGER BRC ADVISORS GP, LLC | 12/01/2013 | Indirect | 50 - 75% | |||||||||||
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BELTZMAN, DANIEL, GORDON | MANAGER BRC ADVISORS GP, LLC | 12/01/2013 | Indirect | 50 - 75% | |||||||||||
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Name | Country | Fund Identification Number | Fund Type | Gross Asset Value | Minimum Investment | Other |
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BIRCH RUN CAPITAL PARTNERS, LP | United States | 805-9404878535 | Hedge Fund | 186,170,100 | 5,000,000 | |
WALNUT BRC, LP | United States | 805-7388538985 | Hedge Fund | 46,261,932 | 5,000,000 | |
TORCH BRC, LP | United States | 805-9910476454 | Hedge Fund | 36,416,737 | 5,000,000 |
Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
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SMITH, GREGORY, HOWARD | MANAGER | 05/01/2006 | Direct | 50 - 75% | |||||||||||
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BELTZMAN, DANIEL, GORDON | MANAGER | 05/01/2006 | Direct | 50 - 75% | |||||||||||
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BRC ADVISORS GP, LLC | GENERAL PARTNER | 12/01/2013 | Direct | less than 5% | |||||||||||
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ABRAMOVICH, CAREN | CHIEF COMPLIANCE OFFICER | 09/01/2011 | Direct | less than 5% | |||||||||||
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SMITH, GREGORY, HOWARD | MANAGER BRC ADVISORS GP, LLC | 12/01/2013 | Indirect | 50 - 75% | |||||||||||
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BELTZMAN, DANIEL, GORDON | MANAGER BRC ADVISORS GP, LLC | 12/01/2013 | Indirect | 50 - 75% | |||||||||||
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Name | Country | Fund Identification Number | Fund Type | Gross Asset Value | Minimum Investment | Other |
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BIRCH RUN CAPITAL PARTNERS, LP | United States | 805-9404878535 | Hedge Fund | 186,170,100 | 5,000,000 | |
WALNUT BRC, LP | United States | 805-7388538985 | Hedge Fund | 46,261,932 | 5,000,000 | |
TORCH BRC, LP | United States | 805-9910476454 | Hedge Fund | 36,416,737 | 5,000,000 |
Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
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SMITH, GREGORY, HOWARD | MANAGER | 05/01/2006 | Direct | 50 - 75% | |||||||||||
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BELTZMAN, DANIEL, GORDON | MANAGER | 05/01/2006 | Direct | 50 - 75% | |||||||||||
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BRC ADVISORS GP, LLC | GENERAL PARTNER | 12/01/2013 | Direct | less than 5% | |||||||||||
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ABRAMOVICH, CAREN | CHIEF COMPLIANCE OFFICER | 09/01/2011 | Direct | less than 5% | |||||||||||
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SMITH, GREGORY, HOWARD | MANAGER BRC ADVISORS GP, LLC | 12/01/2013 | Indirect | 50 - 75% | |||||||||||
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BELTZMAN, DANIEL, GORDON | MANAGER BRC ADVISORS GP, LLC | 12/01/2013 | Indirect | 50 - 75% | |||||||||||
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Name | Country | Fund Identification Number | Fund Type | Gross Asset Value | Minimum Investment | Other |
---|---|---|---|---|---|---|
BIRCH RUN CAPITAL PARTNERS, LP | United States | 805-9404878535 | Hedge Fund | 186,170,100 | 5,000,000 | |
WALNUT BRC, LP | United States | 805-7388538985 | Hedge Fund | 46,261,932 | 5,000,000 | |
TORCH BRC, LP | United States | 805-9910476454 | Hedge Fund | 36,416,737 | 5,000,000 |
Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
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SMITH, GREGORY, HOWARD | MANAGER | 05/01/2006 | Direct | 50 - 75% | |||||||||||
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BELTZMAN, DANIEL, GORDON | MANAGER | 05/01/2006 | Direct | 50 - 75% | |||||||||||
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BRC ADVISORS GP, LLC | GENERAL PARTNER | 12/01/2013 | Direct | less than 5% | |||||||||||
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ABRAMOVICH, CAREN | CHIEF COMPLIANCE OFFICER | 09/01/2011 | Direct | less than 5% | |||||||||||
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SMITH, GREGORY, HOWARD | MANAGER BRC ADVISORS GP, LLC | 12/01/2013 | Indirect | Other | |||||||||||
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BELTZMAN, DANIEL, GORDON | MANAGER BRC ADVISORS GP, LLC | 12/01/2013 | Indirect | Other | |||||||||||
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Name | Country | Fund Identification Number | Fund Type | Gross Asset Value | Minimum Investment | Other |
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BIRCH RUN CAPITAL PARTNERS, LP | United States | 805-9404878535 | Hedge Fund | 205,787,224 | 5,000,000 | |
WALNUT BRC, LP | United States | 805-7388538985 | Hedge Fund | 89,954,013 | 5,000,000 | |
TORCH BRC, LP | United States | 805-9910476454 | Hedge Fund | 70,812,521 | 5,000,000 |
Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
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SMITH, GREGORY, HOWARD | MANAGER | 05/01/2006 | Direct | 50 - 75% | |||||||||||
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BELTZMAN, DANIEL, GORDON | MANAGER | 05/01/2006 | Direct | 50 - 75% | |||||||||||
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BRC ADVISORS GP, LLC | GENERAL PARTNER | 12/01/2013 | Direct | less than 5% | |||||||||||
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ABRAMOVICH, CAREN | CHIEF COMPLIANCE OFFICER | 09/01/2011 | Direct | less than 5% | |||||||||||
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SMITH, GREGORY, HOWARD | MANAGER BRC ADVISORS GP, LLC | 12/01/2013 | Indirect | Other | |||||||||||
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BELTZMAN, DANIEL, GORDON | MANAGER BRC ADVISORS GP, LLC | 12/01/2013 | Indirect | Other | |||||||||||
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Name | Country | Fund Identification Number | Fund Type | Gross Asset Value | Minimum Investment | Other |
---|---|---|---|---|---|---|
BIRCH RUN CAPITAL PARTNERS, LP | United States | 805-9404878535 | Hedge Fund | 205,787,224 | 5,000,000 | |
WALNUT BRC, LP | United States | 805-7388538985 | Hedge Fund | 89,954,013 | 5,000,000 | |
TORCH BRC, LP | United States | 805-9910476454 | Hedge Fund | 70,812,521 | 5,000,000 |
Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMITH, GREGORY, HOWARD | MANAGER | 05/01/2006 | Direct | 50 - 75% | |||||||||||
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BELTZMAN, DANIEL, GORDON | MANAGER | 05/01/2006 | Direct | 50 - 75% | |||||||||||
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BRC ADVISORS GP, LLC | GENERAL PARTNER | 12/01/2013 | Direct | less than 5% | |||||||||||
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ABRAMOVICH, CAREN | CHIEF COMPLIANCE OFFICER | 09/01/2011 | Direct | less than 5% | |||||||||||
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SMITH, GREGORY, HOWARD | MANAGER BRC ADVISORS GP, LLC | 12/01/2013 | Indirect | Other | |||||||||||
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BELTZMAN, DANIEL, GORDON | MANAGER BRC ADVISORS GP, LLC | 12/01/2013 | Indirect | Other | |||||||||||
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Name | Country | Fund Identification Number | Fund Type | Gross Asset Value | Minimum Investment | Other |
---|---|---|---|---|---|---|
BIRCH RUN CAPITAL PARTNERS, LP | United States | 805-9404878535 | Hedge Fund | 205,787,224 | 5,000,000 | |
WALNUT BRC, LP | United States | 805-7388538985 | Hedge Fund | 89,954,013 | 5,000,000 | |
TORCH BRC, LP | United States | 805-9910476454 | Hedge Fund | 70,812,521 | 5,000,000 |
Name | Title | Start Date | Direct/Indirect | % Ownership |
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Name | Country | Fund Identification Number | Fund Type | Gross Asset Value | Minimum Investment | Other |
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BIRCH RUN CAPITAL PARTNERS, LP | United States | 805-9404878535 | Hedge Fund | 205,231,956 | 5,000,000 | |
WALNUT BRC, LP | United States | 805-7388538985 | Hedge Fund | 89,954,013 | 5,000,000 | |
TORCH BRC, LP | United States | 805-9910476454 | Hedge Fund | 70,812,521 | 5,000,000 |
Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMITH, GREGORY, HOWARD | MANAGER | 05/01/2006 | Direct | 50 - 75% | |||||||||||
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BELTZMAN, DANIEL, GORDON | MANAGER | 05/01/2006 | Direct | 50 - 75% | |||||||||||
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BRC ADVISORS GP, LLC | GENERAL PARTNER | 12/01/2013 | Direct | less than 5% | |||||||||||
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ABRAMOVICH, CAREN | CHIEF COMPLIANCE OFFICER | 09/01/2011 | Direct | less than 5% | |||||||||||
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SMITH, GREGORY, HOWARD | MANAGER BRC ADVISORS GP, LLC | 12/01/2013 | Indirect | Other | |||||||||||
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BELTZMAN, DANIEL, GORDON | MANAGER BRC ADVISORS GP, LLC | 12/01/2013 | Indirect | Other | |||||||||||
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Name | Country | Fund Identification Number | Fund Type | Gross Asset Value | Minimum Investment | Other |
---|---|---|---|---|---|---|
BIRCH RUN CAPITAL PARTNERS, LP | United States | 805-9404878535 | Hedge Fund | 173,752,352 | 5,000,000 | |
WALNUT BRC, LP | United States | 805-7388538985 | Hedge Fund | 85,323,699 | 5,000,000 | |
TORCH BRC, LP | United States | 805-9910476454 | Hedge Fund | 67,166,884 | 5,000,000 |
Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMITH, GREGORY, HOWARD | MANAGER | 05/01/2006 | Direct | 50 - 75% | |||||||||||
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BELTZMAN, DANIEL, GORDON | MANAGER | 05/01/2006 | Direct | 50 - 75% | |||||||||||
|
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BRC ADVISORS GP, LLC | GENERAL PARTNER | 12/01/2013 | Direct | less than 5% | |||||||||||
|
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ABRAMOVICH, CAREN | CHIEF COMPLIANCE OFFICER | 09/01/2011 | Direct | less than 5% | |||||||||||
|
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SMITH, GREGORY, HOWARD | MANAGER BRC ADVISORS GP, LLC | 12/01/2013 | Indirect | Other | |||||||||||
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BELTZMAN, DANIEL, GORDON | MANAGER BRC ADVISORS GP, LLC | 12/01/2013 | Indirect | Other | |||||||||||
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Name | Country | Fund Identification Number | Fund Type | Gross Asset Value | Minimum Investment | Other |
---|---|---|---|---|---|---|
BIRCH RUN CAPITAL PARTNERS, LP | United States | 805-9404878535 | Hedge Fund | 173,052,057 | 5,000,000 | |
WALNUT BRC, LP | United States | 805-7388538985 | Hedge Fund | 85,323,699 | 5,000,000 | |
TORCH BRC, LP | United States | 805-9910476454 | Hedge Fund | 67,166,884 | 5,000,000 |
Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMITH, GREGORY, HOWARD | MANAGER | 05/01/2006 | Direct | 50 - 75% | |||||||||||
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BELTZMAN, DANIEL, GORDON | MANAGER | 05/01/2006 | Direct | 50 - 75% | |||||||||||
|
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ABRAMOVICH, CAREN | CHIEF COMPLIANCE OFFICER | 09/01/2011 | Direct | less than 5% | |||||||||||
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BRC ADVISORS GP, LLC | GENERAL PARTNER BIRCH RUN CAPITAL ADVISORS, LP | 12/01/2013 | Indirect | Other | |||||||||||
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Name | Country | Fund Identification Number | Fund Type | Gross Asset Value | Minimum Investment | Other |
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PIKE BRC, LP | United States | 805-1981824472 | Hedge Fund | 2,950,279 | 5,000,000 | |
BIRCH RUN CAPITAL PARTNERS, LP | United States | 805-9404878535 | Hedge Fund | 202,399,257 | 5,000,000 | |
WALNUT BRC, LP | United States | 805-7388538985 | Hedge Fund | 77,322,350 | 5,000,000 | |
TORCH BRC, LP | United States | 805-9910476454 | Hedge Fund | 60,866,273 | 5,000,000 | |
WALLOON BRC, LP | United States | 805-5323033684 | Hedge Fund | 2,528,412 | 5,000,000 |
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