BUCK
BUCK GLOBAL, LLC Legal Name
Adviser information for BUCK last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 625 |
|---|---|
| Investment Advisory/Research | 27 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 51 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 13 | $282.1M |
| Non-Discretionary | 63 | $53.3B |
| Total | 76 | $53.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 36 | $53.4B |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 3 | $134.0M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 19 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-56107 |
|---|---|
| SEC ERA File Number | 801-56107 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 108695 |
| Legal Entity Identifier | None |
Principal Office
420 LEXINGTON AVENUESUITE 2220
NEW YORK
NY
United States
Monday - Friday, 9:00 TO 5:00
Tel: 212-330-1000, Fax: 201-581-3999
Chief Compliance Officer
NICOLAS ETTORE MEDINA
CHIEF COMPLIANCE OFFICER
420 LEXINGTON AVENUE
SUITE 2220
NEW YORK
NY
United States
Tel:
212-330-1011
N*************@*******M
(Full email address available in API data)
Regulatory Contact
MICHAEL ANTHONY MECCA
PRINCIPAL, US INVESTMENTS LEADER
420 LEXINGTON AVENUE
SUITE 2220
NEW YORK
NY
United States
Tel:
646-689-6948
M************@*******M
(Full email address available in API data)
Industry Affiliates
| BUCK HR SECURITIES LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| GALLAGHER FIDUCIARY ADVISORS, LLC | Other investment adviser, including financial planners |
| GBS INSURANCE AND FINANCIAL SERVICES, INC. | Insurance company or agency |
| GBS RETIREMENT SERVICES, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersInsurance company or agencyPension consultant |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MECCA, MICHAEL, ANTHONY | Individual | – | VICE PRESIDENT | 08/2018 | < 5% |
| BCHR US ACQUISITIONS, INC. | Domestic Entity | – | MEMBER | 08/2018 | > 75% |
| MEDINA, NICOLAS, ETTORE | Individual | – | CHIEF COMPLIANCE OFFICER, ASSISTANT SECRETARY, VP | 09/2018 | < 5% |
| LEWIS, NORMA, SCHERER | Individual | – | VICE PRESIDENT | 08/2018 | < 5% |
| BCHR US HOLDINGS, INC. | Domestic Entity | BCHR US ACQUISITIONS, INC. | OWNER | 08/2018 | > 75% |
| CARY, RICHARD, CARL | Individual | – | VICE PRESIDENT | 04/2023 | < 5% |
| RYDER, JENNIFER, MICHELLE | Individual | – | GENERAL COUNSEL | 04/2023 | < 5% |
| ZIEBELL, WILLIAM, F | Individual | – | PRESIDENT | 04/2023 | < 5% |
| BURCHILL, MICHAEL, JOHN | Individual | – | VICE PRESIDENT | 04/2023 | < 5% |
| GALLAGHER BENEFIT SERVICES, INC. | Domestic Entity | BCHR US HOLDINGS, INC. | OWNER | 04/2023 | > 75% |
| ARTHUR J. GALLAGHER (US) LLC | Domestic Entity | GALLAGHER BENEFIT SERVICES, INC. | OWNER | 08/2014 | > 75% |
| ARTHUR J. GALLAGHER & CO. | Domestic Entity | ARTHUR J. GALLAGHER (US) LLC | OWNER | 08/2014 | > 75% |