|
⚲
|
| Buckley Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 268818 |
| SEC # | 801-110484 |
| CIK # | 0002111611 |
| AUM | $193.8 M (2026-03-31) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 347-292-9957 |
| Address | 1111 Lincoln Road, Suite 610 Miami Beach, FL 33139 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Liquidia Corp | 44.7 | ||
| Acadia Healthcare Company Inc | 15.6 | ||
| Super Group SGHC Ltd | 14.0 | ||
| VPC Impact Acquisition Holdings III Inc | 13.4 | ||
| M I Acquisitions Inc | 10.1 | ||
| Root Inc | 7.7 | ||
| Willis Lease Finance Corp | 6.7 | ||
| Establishment Labs Holdings Inc | 5.3 | ||
| Hilton Grand Vacations Inc | 5.0 | ||
| Mineralys Therapeutics Inc | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Milestone Vimba Fund LP | 2023-03-23 | 53.0 | |
| HF | Buckley Capital Partners LP | [2017-04-19] | 100.7 | 160.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 193.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 193.8 |
| By Discretionary | ||
| Discretionary | 8 | 193.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 193.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.8 | |
| United States Persons | 186.0 | |
| Total | 8 | 193.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Kenneth Walsh | 4 | 2 | ||
| Buckley Capital Management LLC | 1 | 1 | ||
| Steven Eshkenazi | 1 | 1 | ||
| Zachary Buckley | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111611] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lieblong & Associates Inc
✚
|
AR | 0.2 |
|
Hillman Capital Management Inc
✚
|
MD | 0.2 |
|
Covestor Ltd
✚
|
0.2 | |
|
Marvin & Palmer Associates
✚
|
DE | 0.2 |
|
Fort Street Asset Management LLC
✚
|
HI | 0.2 |
|
Blueheel
✚
|
TX | 0.2 |
|
Anchor Capital Management Group Inc
✚
|
CA | 0.2 |
|
Columbia River Advisors LLC
✚
|
WA | 0.2 |
|
Dynamic Wealth Strategies LLC
✚
|
CA | 0.2 |
|
Daytona Street Capital LLC
✚
|
MO | 0.2 |