BUCHANAN STREET PARTNERS, L.P.
Adviser information for BUCHANAN STREET PARTNERS, L.P. 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 27 |
|---|---|
| Investment Advisory/Research | 12 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 18 | $1.4B |
| Non-Discretionary | 5 | $340.8M |
| Total | 23 | $1.7B |
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 | 20 | $1.5B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $206.6M |
| 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 | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsREAL ESTATE INVESTMENT MANAGEMENT |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
| Other Business Activities | Real estate broker, dealer, or agent |
Identifiers
| SEC RIA File Number | 801-78627 |
|---|---|
| SEC ERA File Number | 801-78627 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169052 |
| Legal Entity Identifier | None |
Principal Office
3501 JAMBOREE ROADSUITE 4200
NEWPORT BEACH
CA
United States
Monday - Friday, 9AM - 5PM
Tel: 949-721-1414, Fax: 949-721-1919
Chief Compliance Officer
CHRISTIAN MACDONALD
EXECUTIVE VICE PRESIDENT
3501 JAMBOREE ROAD
SUITE 4200
NEWPORT BEACH
CA
United States
Tel:
949-219-1581
Fax:
949-721-1919
C*********@*****************M
(Full email address available in API data)
Regulatory Contact
JACQUELINE MAGGIO (CAMPBELL)
COMPLIANCE OFFICER/INVESTOR RELATIONS
3501 JAMBOREE ROAD
SUITE 4200
NEWPORT BEACH
CA
United States
Tel:
949-219-1213
Fax:
949-721-1919
J********@*****************M
(Full email address available in API data)
Industry Affiliates
| BIG FUND ADVISORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BSF FUND ADVISORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BSP RISING FUND MANAGER, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BSP SENITA MANAGER, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BUCHANAN HOLDINGS LLC - SERIES C | Sponsor, GP, manager of pooled investment vehicles |
| HLLC BSP TECH PARK GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TCW ASSET MANAGEMENT COMPANY LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| TCW FUNDS DISTRIBUTORS LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| WILSON BUCHANAN MANAGER, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BLUE & GOLD PARTNERS, LLC | Real Estate Fund | $68.5M | $0.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MACDONALD, CHRISTIAN, DOUGLAS | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2013 | 10-25% |
| BRUNSWICK, ROBERT, STANLEY | Individual | – | CHAIRMAN | 12/2013 | 25-50% |
| BALLARD, TIMOTHY, JOHN | Individual | – | PRESIDENT & CEO | 12/2013 | 25-50% |
| THE TCW GROUP, INC. | Domestic Entity | – | LIMITED PARTNER | 12/2013 | 25-50% |
| BSP GENERAL PARTNER, INC. | Domestic Entity | – | GENERAL PARTNER | 12/2013 | < 5% |
| CLIPPER ACQUISITIONS CORP. | Domestic Entity | THE TCW GROUP, INC. | SHAREHOLDER | 02/2013 | > 75% |
| CLIPPER INTERMEDIATE CORP. | Domestic Entity | CLIPPER ACQUISITIONS CORP. | SHAREHOLDER | 07/2012 | > 75% |
| CLIPPER HOLDING, L.P. | Domestic Entity | CLIPPER INTERMEDIATE CORP. | SHAREHOLDER | 07/2012 | > 75% |
| CLIPPER GP, L.L.C. | Domestic Entity | CLIPPER HOLDING, L.P. | GENERAL PARTNER | 07/2012 | |
| THE TCW GROUP, INC. | Domestic Entity | BSP GENERAL PARTNER, INC. | SHAREHOLDER | 10/2007 | 25-50% |
| BRUNSWICK, ROBERT, STANLEY | Individual | ROBERT S. BRUNSWICK AND KATHLEEN J. BRUNSWICK REVOCABLE FAMILY TRUST DATED DECEMBER 16, 1998 | TRUSTEE | 12/1998 | |
| BALLARD, TIMOTHY, JOHN | Individual | DUJURE HOLDINGS TRUST | TRUSTEE | 01/2017 | |
| BRUNSWICK, ROBERT, STANLEY | Individual | BSP GENERAL PARTNER, INC. [THROUGH ROBERT S. BRUNSWICK AND KATHLEEN J. BRUNSWICK REVOCABLE FAMILY TRUST DATED DECEMBER 16, 1998] | SHAREHOLDER | 12/2013 | 25-50% |
| BALLARD, TIMOTHY, JOHN | Individual | BSP GENERAL PARTNER, INC. | SHAREHOLDER [THROUGH THE TIMOTHY AND WENDY BALLARD REVOCABLE TRUST DATED JANUARY 28, 2000] | 12/2013 | 25-50% |
| BRUNSWICK, KATHLEEN, JO | Individual | ROBERT S. BRUNSWICK AND KATHLEEN J. BRUNSWICK REVOCABLE FAMILY TRUST DATED DECEMBER 16, 1998 | TRUSTEE | 12/1998 | |
| MACDONALD, CHRISTIAN, DOUGLAS | Individual | – | LIMITED PARTNER [THROUGH CHRISTIAN D. MACDONALD LIVING TRUST, ESTABLISHED APRIL 16, 2015] | 12/2013 | 10-25% |
| BRUNSWICK, ROBERT, STANLEY | Individual | – | LIMITED PARTNER [THROUGH ROBERT S. BRUNSWICK AND KATHLEEN J. BRUNSWICK REVOCABLE FAMILY TRUST DATED DECEMBER 16, 1998] | 12/2013 | 25-50% |
| BRUNSWICK, ROBERT, STANLEY | Individual | – | TRUSTEE OF ROBERT S. BRUNSWICK AND KATHLEEN J. BRUNSWICK REVOCABLE FAMILY TRUST DATED DECEMBER 16, 1998 | 12/1998 | 25-50% |
| BRUNSWICK, KATHLEEN, JO | Individual | – | TRUSTEE OF ROBERT S. BRUNSWICK AND KATHLEEN J. BRUNSWICK REVOCABLE FAMILY TRUST DATED DECEMBER 16, 1998 | 12/1998 | 25-50% |
| BSP/AGP, LLC | Domestic Entity | – | GENERAL PARTNER | 12/2013 | < 5% |
| THE TCW GROUP, INC. | Domestic Entity | BSP/AGP, LLC | MEMBER | 12/2013 | 25-50% |
| BRUNSWICK, ROBERT, STANLEY | Individual | BSP/AGP, LLC [THROUGH ROBERT S. BRUNSWICK AND KATHLEEN J. BRUNSWICK REVOCABLE FAMILY TRUST DATED DECEMBER 16, 2998] | MEMBER | 12/2013 | 25-50% |
| MACDONALD, CHRISTIAN, DOUGLAS | Individual | – | TRUSTEE OF CHRISTIAN D. MACDONALD LIVING TRUST, ESTABLISHED APRIL 16, 2015 | 04/2015 | 10-25% |
| DUJURE, LLC | Domestic Entity | – | LIMITED PARTNER | 01/2017 | 25-50% |
| DUJURE HOLDINGS TRUST | Domestic Entity | DUJURE, LLC | MEMBER | 01/2017 | > 75% |
| DUJURE, LLC | Domestic Entity | BSP/AGP, LLC | MEMBER | 01/2017 | 25-50% |