RIA Intel›Advisers›New York›BUCK GLOBAL, LLC

BUCK GLOBAL, LLC

Advisory

Y·NEW YORK, NY

Data as of Jul 1, 2024 · Source: SEC Form ADV

Total AUM

$47.6B

1-Year AUM Growth

+10.4%

3-Year CAGR

+0.5%

Employees

27

Assets Under Management

Total AUM$47.6B

Discretionary AUM$368M

Non-Discretionary AUM$47.2B

Discretionary %0.8%

Total Clients—

Team

Total Employees27

Investment Advisers625

Employee Growth (1Y)-3.6%

Filing History

Total Filings on Record30

First FilingMar 29, 2011

Latest FilingJul 1, 2024

🔒 Full AUM trend chart and 30 historical filings spanning 13+ 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 BUCK GLOBAL, LLC

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