SourcingSourcing

BIRNAM WOOD CAPITAL, LLC

A66
CRD 269897·SEC 801-118151·DALLAS, TX
AUM
$106.1M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$318K
@ 30% margin
Est. Deal Value
$2.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BIRNAM WOOD CAPITAL, LLC
CRD
269897
SEC file #
801-118151
EIN
—
DBA names
—

Economics

AUM
$106.1M
AUM band
$100M-$500M
AUM trajectory
'21'26
$117.6M → $106.1M▼ -10%
Client mix
Individuals High Net Worth51

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'21'26
2 advisors → 1 advisors▼ -50%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
birnamwood-capital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DURHAM, CHARLES, W
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DURHAM, CHARLES, W
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BIRNAMWOOD-CAPITAL.COM
Rdap Domain Creation Date
2015-05-23T14:49:42Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-23T14:49:42Z
Rdap Domain Last Changed
2025-06-30T13:22:49Z
Rdap Nameservers
Devin.ns.cloudflare.comSerenity.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5546682
Trust Company Affiliate
No

People (1)

1
DURHAM, CHARLES, W
IAR · Direct Owner · 87.5%
5546682