BUCKEYE-PACIFIC

RIASEC RegisteredEst. 2021
Total AUM
$225M
Discretionary
$225M
100% of AUM
Avg account
$56.4M
Accounts
4
Employees
3
Advisory reps
2

Firm details

Headquarters
NAPLES, Florida
CRD number
311553
Registered since
January 4, 2021
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 73%, Cash & Cash Equivalents 20%, Exchange Traded Equities 6%, Other 1%73%
  • Non-Investment Grade Corp Bonds73%
  • Cash & Cash Equivalents20%
  • Exchange Traded Equities6%
  • Other1%

Contacts

2 of 2
  • WALTER CLARK

    Managing PrincipalCRD 2146034

  • EVAN DREYFUSS

    Managing MemberCRD 1178690

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth