BUCHANAN STREET PARTNERS, L.P.

RIASEC RegisteredEst. 2013

Total AUM

$1.6B

Discretionary

$1.3B

82% of AUM

Avg account

$64.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: NEWPORT BEACH, California
CRD number: 169052
Registered since: October 21, 2013
Website: www.buchananstreet.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles90.73%
State / Municipal Government9.27%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Buchanan Street Partners, L.P. is a real estate–focused investment adviser organized as a limited partnership and registered with the SEC in 2013. The firm operates as both an adviser and a real estate broker, with roles that include sponsoring pooled investment vehicles and serving as a general partner or managing member for those vehicles. Its client base is primarily institutional, and it provides portfolio management across several client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. Investment activity centers on real estate exposure delivered through sponsored funds and separately managed mandates. The firm charges a mix of percentage-of-AUM, fixed fees and performance-based fees, reflecting a structure common to managers that run both advisory accounts and closed-end or pooled vehicles. Buchanan Street Partners does not identify as an active ESG investor and is not registered as a multi-state adviser.