# Buchanan Street Partners, L.P.

> Buchanan Street Partners, L.P. is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 169052
- Filed as: BUCHANAN STREET PARTNERS, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169052
- AdvisorCensus page: https://advisorcensus.com/firm/buchanan-street-partners-l-p-newport-beach-ca-169052

## Quick answers

**How is Buchanan Street Partners, L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), Buchanan Street Partners, L.P. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Buchanan Street Partners, L.P. located?**
Buchanan Street Partners, L.P.'s principal office is in Newport Beach, CA, according to its Form ADV.

**Is Buchanan Street Partners, L.P. registered with the SEC or a state?**
Buchanan Street Partners, L.P. is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 169052.

**How much does Buchanan Street Partners, L.P. manage?**
Buchanan Street Partners, L.P. reports $1,607,611,425 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (82% discretionary).

**How have Buchanan Street Partners, L.P.'s assets and staff changed since 2021?**
In the Form ADV data for Buchanan Street Partners, L.P.: Regulatory assets under management: $1,151,624,759 in the October 2021 data and $1,607,611,425 in the October 2026 data, up 40%. Total employees: 26 in October 2021 and 29 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Buchanan Street Partners, L.P. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (22).

**Does Buchanan Street Partners, L.P. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169052

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,607,611,425
- Discretionary: $1,317,671,625
- Non-discretionary: $289,939,800

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 22 | $1,458,567,061 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $149,044,364 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2013 (12 years)
- Employees: 29 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [buchananstreet.com](https://buchananstreet.com)
- Facebook @BuchananStreetPartners
- Instagram @buchananstreetpartners
- LinkedIn @buchanan-street-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,151,624,759 | 26 | March 30, 2021 |
| October 2022 | $1,453,138,032 | 25 | March 31, 2022 |
| October 2023 | $1,722,226,458 | 25 | March 31, 2023 |
| October 2024 | $1,732,246,836 | 27 | March 28, 2024 |
| October 2025 | $1,608,397,011 | 27 | March 31, 2025 |
| October 2026 | $1,607,611,425 | 29 | March 31, 2026 |

Regulatory assets under management: $1,151,624,759 in the October 2021 data and $1,607,611,425 in the October 2026 data, up 40%.
Total employees: 26 in October 2021 and 29 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Buchanan Street Partners, L.P. (CRD 169052): Form ADV filing data as of October 2026.