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Bank / Wealth / TrustRIA · CRD 269897SEC-Registered

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Birnam Wood Capital

Birnam Wood Capital was established in 2015 as a US wealth manager and registered investment advisor. It provides portfolio management, asset management,...

Overview

Birnam Wood Capital was established in 2015 as a US wealth manager and registered investment advisor. It provides portfolio management, asset management, financial planning, and consulting services to individuals, high-net-worth individuals, trust estates, and charitable organizations. The firm operates as a conventional registered investment advisor without disclosed hybrid structures or external fund vehicles.

General information

Firm type

Bank / Wealth / Trust

Year founded

2015

Location

Region

North America

Country

United States

City

Dallas

Corporate office

Dallas, United States

Sector focus

real estateasset backed lendinghedged public equity exposureprivate equity

Frequently asked questions

What services does Birnam Wood Capital provide?

The firm offers portfolio management, asset management, financial planning, and consulting.

Which clients does Birnam Wood Capital serve?

It serves individuals, high-net-worth individuals, trust estates, and charitable organizations.

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