Birch Grove was formed in 2021 by merging Birch Grove Capital with the credit division of American Securities. Birch Grove Capital oversees around $7 billion in credit assets, including an opportunistic hedge fund, private credit vehicles, par credit vehicles, and a CLO platform.
Jonathan Berger serves as the Chief Executive Officer and Chief Investment Officer of AS Birch Grove. He co-founded Birch Grove Capital in 2013. Previously, Berger held the positions of President and Chief Investment Officer at Stone Tower Capital, a $17 billion alternative credit asset management firm, where he directly oversaw all investment activities, including managing $2 billion in credit hedge funds. Berger earned a BS in Economics with a concentration in Finance from the University of Pennsylvania’s Wharton School. He is actively involved as a member of the Wharton Leadership Advisory Board at the University of Pennsylvania, as well as serving on the Board of Directors for the StreetSquash Organization and the Atlantic Salmon Federation.
Birch Grove Capital serves 14 clients and manages discretionary assets totaling $4,337,709,546 as per their Form ADV dated March 2023. According to their latest 13F filing for Q4 2023, the fund managed $23,326,467 in 13F securities, with a top 10 holdings concentration reaching 100%.
