{
  "crd_number": 311553,
  "slug": "buckeye-pacific-naples-fl-311553",
  "primary_business_name": "BUCKEYE-PACIFIC",
  "legal_name": "BUCKEYE-PACIFIC LLC",
  "dbas": [],
  "city": "Naples",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "34940",
  "metro": {
    "cbsa_code": "34940",
    "common_name": "Naples",
    "msa_name": "Naples-Marco Island, FL",
    "path": "/advisors/fl/naples"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-01-04",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 225420311.0,
  "raum_discretionary": 225420311.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 5655752.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 219764559.0,
      "count": 3
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL",
    "NY"
  ],
  "websites": [
    "https://linkedin.com/company/twin-lake-total-return-partners?trk=public_profile_topcard-current-company",
    "https://twinlakefunds.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311553",
  "city_as_filed": "NAPLES",
  "url": "https://advisorcensus.com/firm/buckeye-pacific-naples-fl-311553",
  "display_name": "Buckeye-Pacific",
  "summary": "Buckeye-Pacific is an SEC-registered investment advisory firm in Naples, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Buckeye-Pacific (CRD 311553): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Buckeye-Pacific compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Buckeye-Pacific reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Buckeye-Pacific located?",
      "a": "Buckeye-Pacific's principal office is in Naples, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Buckeye-Pacific registered with the SEC or a state?",
      "a": "Buckeye-Pacific is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311553."
    },
    {
      "q": "How much does Buckeye-Pacific manage?",
      "a": "Buckeye-Pacific reports $225,420,311 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Buckeye-Pacific's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Buckeye-Pacific: Regulatory assets under management: $201,823,639 in the October 2021 data and $225,420,311 in the October 2026 data, up 12%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Buckeye-Pacific serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Which custodians does Buckeye-Pacific use?",
      "a": "Buckeye-Pacific's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists U.S. Bancorp Advisors, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Buckeye-Pacific report any disciplinary disclosures?",
      "a": "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/311553"
    },
    {
      "q": "Does Buckeye-Pacific state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"Investors in the Funds are generally subject to a minimum investment amount of $250,000 but we may waive this minimum.\""
    },
    {
      "q": "What changed in Buckeye-Pacific's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $295,522,242 to $225,420,311 (-24%). Added an office in Chicago, IL. No longer lists an office in Skaneateles, NY. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 201823639.0,
      "total_employees": 4,
      "filing_date": "2020-12-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 240226000.0,
      "total_employees": 4,
      "filing_date": "2022-05-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 209137341.0,
      "total_employees": 3,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 247918860.0,
      "total_employees": 3,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 295522242.0,
      "total_employees": 3,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 225420311.0,
      "total_employees": 3,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $295,522,242 to $225,420,311 (-24%).",
        "Added an office in Chicago, IL.",
        "No longer lists an office in Skaneateles, NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Investors in the Funds are generally subject to a minimum investment amount of $250,000 but we may waive this minimum."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Investors in the Funds are generally subject to a minimum investment amount of $250,000 but we may waive this minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "U.S. Bancorp Advisors, LLC",
      "name_as_filed": "U.S. BANCORP ADVISORS, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/buckeye-pacific-naples-fl-311553.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 5655752.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 219764559.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311553",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}