RIA Intel›Advisers›Massachusetts›BIRCHCROFT INVESTMENTS, LLC

BIRCHCROFT INVESTMENTS, LLC

Advisory

MA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in MA

#1,556

of 1,590 advisers by AUM

Average account

$709K

across 1 accounts

AUM per adviser

$709K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$709K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$709K

Discretionary AUM$709K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

1 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

CHANNEL FUNDS MANAGEMENT LLC

$690K

THE FINANCIAL GROVE LLC

$657K

ASSIST FINANCIAL PLANNING L.L.C.

$780K

HARTSTONE FINANCIAL PLANNING LLC

$611K

VIRAJ CAPITAL, LLC

$846K

ALPHA DYNAMICS LLC

$855K

Get the full picture on BIRCHCROFT INVESTMENTS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BIRCHCROFT INVESTMENTS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans