NEWPORT BEACH, CACRD 169052Latest ADV March 31, 2026
Buchanan Street Partners, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 31, 2026, reports $1.6B in regulatory assets under management, 29 employees, and 25 accounts.
Assets Under Management
$1.6B
Employees
29
Offices
--
Total Clients
22
Primary office
NEWPORT BEACH, CA
3501 JAMBOREE ROAD, SUITE 4200, NEWPORT BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
22
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 31, 2026
Discretionary82.0%
$1.3B
82% of total RAUM82.0%
Non-discretionary18.0%
$290M
18% of total RAUM18.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.6B
Total Accounts25
10Y AUM Change+$572M (+55.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee1:1
10Y Employee Change+6 (+26.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.