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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