Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2012-09-14 | Mr. Beltzman currently serves as a Managing Member of Birch Run Capital, LLC, a financial investment advisory firm... Mr. Beltzman has spent the last ten years managing assets and during that time he has critically studied the businesses of public companies and has developed expertise in capital allocation. |
| 2013-09-10 | Mr. Beltzman currently serves as a Managing Member of Birch Run Capital, LLC, a financial investment advisory firm, and has experience in equity research and mergers and acquisitions. |
| 2014-09-10 | Mr. Beltzman currently serves as a General Partner of Birch Run Capital Advisors, LP, a financial investment advisory firm, and has experience in equity research and mergers and acquisitions. |
| 2015-09-09 | Mr. Beltzman founded Birch Run Capital Advisors, LP (“Birch Run”), a financial investment advisory firm, and has served as its General Partner since May 2006. Prior to managing investments, Mr. Beltzman worked at both Deutsche Bank Securities, Inc. and Bank of America Securities, LLC focusing on equity research and mergers and acquisitions. |
| 2016-09-07 | Mr. Beltzman founded Birch Run Capital Advisors, LP (“Birch Run”), a financial investment advisory firm, and has served as its General Partner since May 2006. Prior to managing investments, Mr. Beltzman worked at both Deutsche Bank Securities, Inc. and Bank of America Securities, LLC focusing on equity research and mergers and acquisitions. |
| 2017-09-06 | Mr. Beltzman founded Birch Run Capital Advisors, LP, a financial investment advisory firm, and has served as its General Partner since May 2006. Prior to managing investments, Mr. Beltzman worked at Deutsche Bank Securities, Inc. and Bank of America Securities, LLC focusing on equity research and mergers and acquisitions. |
| 2018-09-06 | Daniel G. Beltzman - BBA, Accounting/Finance, University of Michigan; MAcc, University of Michigan; Financial experience and expertise. |
| 2019-09-05 | BBA, Accounting/Finance, University of Michigan MAcc, University of Michigan |
| 2020-09-16 | Career Highlights: General Partner, Birch Run Capital Advisors, LP, an investment adviser; Skills / Experience: Financial experience and expertise; Education: BBA, Accounting/Finance, University of Michigan; MAcc, University of Michigan. |
| 2021-09-13 | General Partner, Birch Run Capital Advisors, LP, an investment adviser, since May 2006; Mergers and Acquisitions and Equity Research departments of Deutsche Bank Securities, Inc. and Bank of America Securities; BBA, Accounting/Finance, University of Michigan; MAcc, University of Michigan. |
Data sourced from SEC filings. Last updated: 2025-07-01