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BUCHANAN STREET PARTNERS, L.P.
CRD 169052File 801-78627
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.61B
Top 25% of cohort (national)
Discretionary AUM
$1.32B
Non-discretionary $289.9M
Clients
22
25 accounts
Employees
29
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 21, 2013
- Principal office
- 3501 JAMBOREE ROAD, SUITE 4200, NEWPORT BEACH, CA, 92660
- Phone
- 949-721-1414
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.61B
- Discretionary AUM
- $1.32B
- Non-discretionary AUM
- $289.9M
- Discretionary accounts
- 19
- Non-discretionary accounts
- 6
- Total accounts
- 25
- AUM per client
- $73.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 22 | $1.46B |
| State or municipal government entities | Fewer than 5 | $149.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.