# Birchwood Financial Partners

Birchwood Financial Partners is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/birchwood-financial-partners

## Regulatory record

- **CRD number:** 169962
- **SEC file number:** 801-79443
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169962

## About

BIRCHWOOD FINANCIAL PARTNERS, INC. is an SEC-registered investment adviser in BLOOMINGTON, MN, registered since 2014. The firm manages $853 million in assets, $830 million on a discretionary basis. It has 15 employees and 10 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Infrastructure

## Questions

### How does Birchwood source proprietary deal flow?

Birchwood relies on a network of institutional co-investors and relationships with private equity firms, rather than a public fundraising platform. The firm's access is based on long-term relationships and its ability to commit large capital in direct investments.

### Does Birchwood participate in fund commitments or only direct deals?

Birchwood primarily makes direct co-investments and participates in club deals, rather than committing to commingled funds. This allows its client families to avoid fund-level fees and maintain direct ownership.

### What investment stages does Birchwood typically target?

The firm focuses on mature assets such as commercial real estate, infrastructure, and private credit, rather than early-stage venture. It targets assets with stable cash flows and institutional-grade risk profiles.

### What is Birchwood's known posture on co-investments alongside external GPs?

Birchwood is known to co-invest alongside institutional sponsors and other family offices in large direct deals, though specific partnerships are not publicly documented. This structure provides its families with direct access to institutional-quality investments.

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- [Alternative Strategies Group, Inc.](https://altss.com/profile/alternative-strategies-group-inc)
- [THE FINANCIAL GROUP](https://altss.com/profile/the-financial-group)

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Last updated: 2026-07-06T01:24:12.510Z

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