# Birnam Wood Capital

Birnam Wood Capital is a Bank / Wealth / Trust based in Dallas, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** birnamwood-capital.com
- **LinkedIn:** https://www.linkedin.com/company/birnam-wood-capital-llc

## Regulatory record

- **CRD number:** 269897
- **SEC file number:** 801-118151
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/269897

## About

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.

## Sectors

- real estate
- asset backed lending
- hedged public equity exposure
- private equity

## 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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- [Birla Corporation](https://altss.com/profile/birla-corporation)
- [Birthstone Capital](https://altss.com/profile/birthstone-capital)

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Last updated: 2026-07-11T16:16:40.000Z

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