BUCHANAN STREET PARTNERS, L.P.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.61B |
| Discretionary | $1.32B82% of AUM |
| Non-Discretionary | $289.9M |
| Client Accounts | 25 |
| Avg Account Size | $64.3M |
| Employees | 29 |
| Peak AUM | $1.73BMar 2024 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6B | 0.0% | 2.3% | +6.9% | |
| Discretionary AUM | $1.3B | ||||
Key Metrics
| Total AUM | $1.61B |
| Discretionary | $1.32B |
| Employees | 29 |
| Client Accounts | 25 |
Contact & Location
Address
3501 JAMBOREE ROAD
NEWPORT BEACH CA 92660
Phone
949-721-1414
Filing History
16 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.3B
82.0% of AUM
Non-Discretionary
$290M
18.0% of AUM
Disc. mix ▼ 1.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
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