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BUCHANAN STREET PARTNERS, L.P.
CRD 169052File 801-78627
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 27 | 29 | increased by2 |
| Apr 1, 2026 | AUM | $1,608,397,011 | $1,607,611,425 | decreased by$785,586 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 27 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 18 | 22 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,453,138,032 | $1,608,397,011 | increased by$155,258,979 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 22 | 25 | increased by3 |
| Apr 1, 2022 | Employees | 26 | 25 | decreased by1 |
| Apr 1, 2022 | Clients | 15 | 18 | increased by3 |
| Apr 1, 2022 | AUM | $1,151,624,759 | $1,453,138,032 | increased by$301,513,273 |
| Apr 1, 2022 | Accounts | 19 | 22 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BUCHANAN STREET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BUCHANAN STREET” may also match similarly-named firms). Confirm identity against each filing.
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.