BUCKLAND PARTNERS MANAGEMENT CO.

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HARRISON, New York
CRD number
163539

Firm profile

FINTRX

Overview

Buckland Partners Management Co. is a privately held limited liability company run by an individual owner that acts as sponsor and general partner of pooled investment vehicles. The firm’s public disclosures and firm-level flags show it operates primarily as a fund manager rather than a multi-state registered adviser or broad-based wealth manager. It does not identify as an active ESG investor, and there is no indication it serves as a pension consultant or a separate capital allocator. Regulatory and business-classification fields list the adviser as “unclassified” and provide limited detail on fee or advisory formats, which is consistent with a manager whose primary client relationships are through pooled funds rather than retail or separately managed accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • JAMES SHIFREN

    PresidentCRD 6049787

  • JONATHAN LIEBER

    General Partner, Co-FounderCRD 1864357

  • SETH LIEBER

    Co-Founder and Portfolio ManagerCRD 1542469

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

FINTRX

Location

Primary office

HARRISON, NY

WESTCHESTER

Location

HARRISON, NY

Headquartered in HARRISON, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
500 Mamaroneck Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth