Investment adviser · CRD 269897

BIRNAM WOOD CAPITAL, LLC

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Sep 23, 2026

Regulatory AUM: $106M
Client accounts: 54
Employees: 2
Advisory professionals: 1

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	51	$71,311,710	67.2%
Charities	Fewer than 5	$31,954,868	30.1%
Corporations & businesses	Fewer than 5	$2,860,440	2.7%

Filing source

Form ADV 2134271 · Sep 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

STAND ALONE LLCPrivate Equity Fund · Last reported Nov 1, 2021$7.1MGross asset value

Custodian BTH BANK DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-2768902098
Reported beneficial owners: 32
Minimum commitment: $25K

Form ADV 1570189 · Nov 1, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IRON HORSE CAPITAL, LLCReal Estate Fund · Last reported Nov 1, 2021$6.77MGross asset value

Custodian BTH BANK DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-2355768271
Reported beneficial owners: 34
Minimum commitment: $17K

Form ADV 1570189 · Nov 1, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IRON HORSE PREFERRED, LLCReal Estate Fund · Last reported Nov 1, 2021$5MGross asset value

Custodian BANK TEXAS HOLDINGS DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-4550066672
Reported beneficial owners: 31
Minimum commitment: $10K
Form D file number: 021-1882755

Form ADV 1570189 · Nov 1, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BWC 3100 LLCReal Estate Fund · Last reported Nov 1, 2021$1.74MGross asset value

Custodian BTH BANK DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-1515105296
Reported beneficial owners: 22
Minimum commitment: $25K

Form ADV 1570189 · Nov 1, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BWC-CSL FUNDING VEHICLE LLCPrivate Equity Fund · Last reported Nov 1, 2021$1.48MGross asset value

Custodian BTH BANK DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-2499701643
Reported beneficial owners: 26
Minimum commitment: $25K

Form ADV 1570189 · Nov 1, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PLANT PRODUCTS INVESTMENT I, LLCPrivate Equity Fund · Last reported Nov 1, 2021$685KGross asset value

Custodian BANK TEXAS HOLDINGS DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-6872298884
Reported beneficial owners: 8
Minimum commitment: $15K
Form D file number: 021-1887044

Form ADV 1570189 · Nov 1, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 23, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

3963 MAPLE AVENUE, SUITE 300
DALLAS, TX, 75219, United States

CRD 269897

Filing source

Form ADV 2134271 · Sep 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.