BUCKEYE-PACIFIC
Firm details
- Headquarters
- NAPLES, Florida
- CRD number
- 311553
- Registered since
- January 4, 2021
- Website
- www.buckeyepacific.com
- Custodians
- U.S. BANCORP ADVISORS, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles97.49%
- HNWI2.51%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Buckeye-Pacific is an SEC-registered limited liability company that operates as a hedge-fund manager focused on institutional clients. The firm provides portfolio management for both individuals/small businesses and pooled investment vehicles, and it also serves as a sponsor/GP or managing member of pooled funds. Compensation is a combination of a percentage of assets under management and performance-based fees. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Investment Grade Corp Bonds73%
- Cash & Cash Equivalents20%
- Exchange Traded Equities6%
- Other1%
Contacts
2 of 2WALTER CLARK
Managing PrincipalCRD 2146034
EVAN DREYFUSS
Managing MemberCRD 1178690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NAPLES, FL
COLLIER
Location
NAPLES, FL
Headquartered in NAPLES, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- COLLIER
- Address
- 4850 Tamiami Trl N
- Time zone
- ET (UTC-5)
- Office locations
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