Burkehill Global Management

What Burkehill Global Management does

Burkehill Global Management is a privately-held Registered Investment Adviser (RIA) founded in 2021 and headquartered in New York, United States. As an RIA, the firm operates in the regulated investment advisory industry, providing investment management or advisory services to clients under U.S. securities regulation. The firm is led by Chris Rich, who serves as Founder and Chief Investment Officer, indicating a concentrated ownership and portfolio management structure typical of boutique advisory firms. No additional leadership, staff, products, strategies, or client segments are disclosed in the available source material.

No details regarding the firm's investment strategies (e.g., equity, fixed income, multi-asset, alternatives), asset classes under management, AUM, fee schedules, target client base (institutional, high-net-worth, retail), or geographic scope are available. The corporate website at burkehillglobal.com was not scrapeable beyond a verification page, and the company has not disclosed funding, revenue, customers, partnerships, certifications, or M&A activity in the aggregated data. The firm appears to be an early-stage, single-principal investment management entity whose operational scale, business model mechanics, and strategic positioning cannot be reliably characterized beyond its RIA registration and NYC domicile.

Given the absence of disclosed financials, headcount, product offerings, and strategic actions, this description reflects only what the source data substantiates. Any further inference about AUM, revenue, growth, or competitive positioning would constitute fabrication and is therefore excluded.

Name

Burkehill Global Management

Website

https://burkehillglobal.com

Company type

Private

Founded year

2021

Headcount range

1–10 employees

Short description

Burkehill Global Management is a New York-based Registered Investment Adviser founded in 2021 by Chris Rich, operating as a private investment management firm serving unspecified advisory clients.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Investment advisory
• Portfolio management
• Asset management
• Registered investment adviser
• Wealth advisory

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Core offering

Burkehill Global Management is a privately held Registered Investment Adviser founded in 2021 and based in New York. The firm provides investment advisory services, managing client portfolios under the direction of its founder and chief investment officer. Detailed product, fee, and strategy disclosures are not available from the public source data.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves2 records

Direct peers

• Edelman Financial Engines: Large independent RIA providing investment advisory and financial planning services to households nationwide. Comparable as an independent advisory firm with similar investment management and planning offerings.
• Carson Group: Independent RIA partnership serving financial advisors and their clients with wealth management, coaching, and technology support. Comparable as an RIA platform model with HNW client focus.
• Creative Planning: Major national independent RIA providing investment management and wealth planning to HNW households and institutions. Comparable in business model (independent, fee-only RIA) and client focus.
• Pathstone: Independent RIA providing investment advisory, family office, and institutional services to wealthy families and endowments. Comparable as a privately-held, independent advisory firm with similar target market.
• Sanctuary Wealth: Independent RIA partnership platform for breakaway advisors and small advisory firms. Comparable as a model for independent advisory firms serving HNW clients with open-architecture investment solutions.
• Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth advisory, investment management, and financial planning to HNW and UHNW clients. Directly comparable as an independent, fee-based advisory firm targeting similar client profiles.
• Buckingham Strategic Wealth: Independent RIA offering evidence-based investment management and financial planning to HNW households. Comparable as a fee-only RIA focused on portfolio management and comprehensive planning.
• Merit Financial Advisors: Independent RIA providing wealth management and financial planning to HNW individuals and families. Comparable as a fee-based independent advisory firm with similar client focus and service offering.

Broad incumbents

• Cetera Financial Group: Large broker-dealer and RIA platform serving independent financial advisors. Comparable as a broader financial services ecosystem offering advisory solutions to HNW clients, though at much larger scale.
• Focus Financial Partners: Public partnership platform for independent RIAs, providing capital, infrastructure, and M&A support. Comparable as a scaled, multi-affiliate RIA ecosystem targeting similar advisor entrepreneurs.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Burkehill Global Management