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BUCHANAN STREET PARTNERS, L.P.
3501 Jamboree Road
Suite 4200
Newport Beach, California 92660
Tel: 949-721-1414
About BUCHANAN STREET PARTNERS, L.P.
BUCHANAN STREET PARTNERS, LP, formally registered with the SEC as BUCHANAN STREET PARTNERS, LP. The firm was established in 10/21/2013. They have over 1 offices throughout the country.
BUCHANAN STREET PARTNERS, L.P. is a Newport Beach, California based Financial Planning firm with nearly $1,732,246,836 assets under management, offering retirement planning & investment advisory services to 23 clients. The firm is staffed with 27 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169052 |
| SEC# | 801-78627 |
| Assets Managed by Firm | $1,732,246,836 |
| No. of Clients | 23 |
| No. of Advisors | 27 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (REAL ESTATE INVESTMENT MANAGEMENT)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 23 | $1,732,246,836 |
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