Buchanan Street Partners, L.P. (Newport Beach)

Buchanan Street Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and real estate investment management. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Buchanan Street Partners: assets under management

The assets under management (AUM) of Buchanan Street Partners, L.P. is $1.1 billion. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $516.82 million in discretionary accounts and $586.84 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $46.98 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $58.68 million.

Buchanan Street Partners has custody of $152.8 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Buchanan Street Partners, L.P. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Buchanan Street Partners serves?

The only and largest group of clients of Buchanan Street Partners is pooled investment vehicles with 17 clients and $652.69 million of assets under management. Among the 7 most similar advisory firms, Buchanan Street Partners has the 3rd lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $652.69 million for 17 clients. None of the firm’s clients are foreign persons or businesses.

Buchanan Street Partners also advises several private funds. Namely, one real estate fund.

Careers at Buchanan Street Partners, L.P.

The company employs 25 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 40 indirect owners.

Based in Newport Beach

The principal office where Buchanan Street Partners, L.P. performs its advisory services is located at 3501 Jamboree Road, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-721-1414 or by fax 949-721-1919. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at buchananstreet.com.

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