Birnam Wood Capital, LLC

Birnam Wood Capital serves high‑net‑worth individuals and related entities, including trusts, estates, and charitable organizations, providing comprehensive portfolio management, financial planning, and consulting. Its advisory services cover public securities (stocks, bonds, ETFs), derivatives such as options, and access to private investments and third‑party sub‑advisors when appropriate.

The firm uses a mix of fundamental, technical, quantitative, and sector analysis and implements asset allocation approaches ranging from strategic to tactical and core‑satellite, with periodic monitoring and rebalancing. Accounts are primarily managed on a non‑discretionary basis — the brochure reports $0 discretionary and $106,127,018 non‑discretionary assets as of 12/31/2025 — and the firm conducts due diligence and oversight of third‑party money managers it selects.

Distinctive aspects include sponsorship and management of multiple single‑purpose pooled investment vehicles and proprietary private funds through affiliated entities, with clients potentially solicited to invest in those vehicles; the firm discloses that the principal receives fund‑level, performance‑based compensation even though the adviser does not itself charge performance fees. The adviser also operates a legacy wrap‑fee program and notes it may be deemed to have custody of assets related to its funds, subject to annual PCAOB‑registered independent audits, features that set it apart from most peers.