BUCHANAN STREET PARTNERS, L.P.
Latest filing: Mar 31, 2025 (75 days ago)
AUM
$1,608,397,011
-7% change vs. 1 year ago
11% change vs. 3 years ago
52% change vs. 5 years ago
70% change vs. 10 years ago
Employee Count
27
0% change vs. 1 year ago
8% change vs. 3 years ago
12% change vs. 5 years ago
23% change vs. 10 years ago
Main Office
NEWPORT BEACH, CA
3501 JAMBOREE ROAD, NEWPORT BEACH, CA, UNITED STATES, 92660
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.3 |
| Non-Discretionary | $0.3 |
| Total | $1.6 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.5 |
| Institutional | $0.2 |
| Total | $1.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 100% | $0.2 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TCW ASSET MANAGEMENT COMPANY LLC | $70.4 | 105742 | |
| BIG FUND ADVISORS, LLC | $0.0 | - | |
| BSP RISING FUND MANAGER, LLC | $0.0 | - | |
| HLLC BSP TECH PARK GP, LLC | $0.0 | - | |
| TCW FUNDS DISTRIBUTORS LLC | $0.0 | broker-dealer | 16670 |
| BSP SENITA MANAGER, LLC | $0.0 | - | |
| BUCHANAN HOLDINGS LLC - SERIES C | $0.0 | - | |
| WILSON BUCHANAN MANAGER, LLC | $0.0 | - | |
| BSF FUND ADVISORS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
26 active
| Name | Title |
|---|---|
| MACDONALD, CHRISTIAN, DOUGLAS | CHIEF COMPLIANCE OFFICER, LIMITED PARTNER [THROUGH CHRISTIAN D. MACDONALD LIVING TRUST, ESTABLISHED APRIL 16, 2015], TRUSTEE OF CHRISTIAN D. MACDONALD LIVING TRUST, ESTABLISHED APRIL 16, 2015 |
| BRUNSWICK, ROBERT, STANLEY | CHAIRMAN, TRUSTEE, SHAREHOLDER, LIMITED PARTNER [THROUGH ROBERT S. BRUNSWICK AND KATHLEEN J. BRUNSWICK REVOCABLE FAMILY TRUST DATED DECEMBER 16, 1998], TRUSTEE OF ROBERT S. BRUNSWICK AND KATHLEEN J. BRUNSWICK REVOCABLE FAMILY TRUST DATED DECEMBER 16, 1998, MEMBER |
| BALLARD, TIMOTHY, JOHN | PRESIDENT & CEO, TRUSTEE, SHAREHOLDER [THROUGH THE TIMOTHY AND WENDY BALLARD REVOCABLE TRUST DATED JANUARY 28, 2000] |
| BRUNSWICK, KATHLEEN, JO | TRUSTEE, TRUSTEE OF ROBERT S. BRUNSWICK AND KATHLEEN J. BRUNSWICK REVOCABLE FAMILY TRUST DATED DECEMBER 16, 1998 |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.6 | $0.0 | 0% | 27 | 0 | 0% |
| 2025-04-21 | $1.6 | $0.0 | 0% | 27 | 0 | 0% |
| 2024-04-02 | $1.7 | -$0.1 | -7% | 27 | 0 | 0% |
| 2023-04-04 | $1.7 | -$0.1 | -7% | 25 | 2 | 8% |
| 2022-04-01 | $1.5 | $0.2 | 11% | 25 | 2 | 8% |
| 2021-04-05 | $1.2 | $0.5 | 40% | 26 | 1 | 4% |
| 2020-04-01 | $1.1 | $0.6 | 52% | 24 | 3 | 12% |
| 2019-04-01 | $1.1 | $0.5 | 46% | 25 | 2 | 8% |
| 2018-04-02 | $1.0 | $0.6 | 65% | 25 | 2 | 8% |
| 2017-04-01 | $1.0 | $0.6 | 55% | 23 | 4 | 17% |
| 2016-04-01 | $0.9 | $0.7 | 75% | 23 | 4 | 17% |
| 2015-04-01 | $0.9 | $0.7 | 70% | 22 | 5 | 23% |
| 2014-04-01 | $0.9 | $0.7 | 76% | 19 | 8 | 42% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-02/14/2014 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
REAL ESTATE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV