|
⚲
|
| Buchanan Street Partners LP
✚
|
|
|---|---|
| CRD # | 169052 |
| SEC # | 801-78627 |
| CIK # | |
| AUM | $1.7 BB (2023-03-31) |
| Employees | 25 (48% Investors, 0% Brokers) |
| Phone | 949-721-1414 |
| Address | 3501 Jamboree Road Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Blue & Gold Partners LLC | 2012-03-30 | 135.6 | |
| RE | Buchanan Urban Investors II LLC | 2012-03-30 | 13.5 | |
| RE | Tcw/Buchanan Fund VI LP | [2012-03-30] | 75.7 | 44.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 18 | 1,326.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 395.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 22 | 1,722.2 |
| By Discretionary | ||
| Discretionary | 16 | 1,183.3 |
| Non-Discretionary | 6 | 539.0 |
| Total | 22 | 1,722.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,722.2 | |
| Total | 22 | 1,722.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Timothy Ballard | 19 | ||
| Robert Brunswick | 19 | ||
| Dominic Petrucci | 7 | ||
| Bf VI Advisors LLC | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bulltick Wealth Management LLC
✚
|
FL | 1.7 |
|
Latash Investments LLC
✚
|
AK | 1.6 |
|
West Coast Financial LLC
✚
|
CA | 1.5 |
|
Condor Capital Management
✚
|
NJ | 1.4 |
|
Oakhurst Advisors LLC
✚
|
CA | 1.4 |
|
HCR Wealth Advisors
✚
|
CA | 1.4 |
|
OREI Advisors LP
✚
|
TX | 1.3 |
|
Roundview Capital LLC
✚
|
NJ | 1.2 |
|
CCV LLC
✚
|
NY | 1.1 |
|
Gries Financial LLC
✚
|
OH | 1.0 |