RIA Intel›Advisers›California›BUCHANAN STREET PARTNERS, LP

BUCHANAN STREET PARTNERS, LP

Advisory

N·NEWPORT BEACH, CA

Data as of Jun 3, 2013 · Source: SEC Form ADV

Total AUM

$519M

1-Year AUM Growth

-10.4%

3-Year CAGR

+9.2%

Employees

11

Assets Under Management

Total AUM$519M

Discretionary AUM$365M

Non-Discretionary AUM$154M

Discretionary %70.3%

Total Clients—

Team

Total Employees11

Investment Advisers21

Employee Growth (1Y)—

Filing History

Total Filings on Record24

First FilingOct 4, 2001

Latest FilingJun 3, 2013

🔒 Full AUM trend chart and 24 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BUCHANAN STREET PARTNERS, LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.