# Buckeye-Pacific

> 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.

- CRD: 311553
- Filed as: BUCKEYE-PACIFIC
- Legal name: Buckeye-Pacific LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311553
- AdvisorCensus page: https://advisorcensus.com/firm/buckeye-pacific-naples-fl-311553

## Quick answers

**How is Buckeye-Pacific compensated?**
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.

**Where is Buckeye-Pacific located?**
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).

**Is Buckeye-Pacific registered with the SEC or a state?**
Buckeye-Pacific is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311553.

**How much does Buckeye-Pacific manage?**
Buckeye-Pacific reports $225,420,311 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Buckeye-Pacific's assets and staff changed since 2021?**
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.

**What types of clients does Buckeye-Pacific serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Which custodians does Buckeye-Pacific use?**
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.

**Does Buckeye-Pacific 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/311553

**Does Buckeye-Pacific state an account minimum?**
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."

**What changed in Buckeye-Pacific's recent Form ADV filings?**
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).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Investors in the Funds are generally subject to a minimum investment amount of $250,000 but we may waive this minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- U.S. Bancorp Advisors, LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $225,420,311
- Discretionary: $225,420,311
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $5,655,752 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $219,764,559 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Chicago, IL

### Websites listed on Form ADV (Item 1.I)
- twinlakefunds.com
- LinkedIn @twin-lake-total-return-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $201,823,639 | 4 | December 4, 2020 |
| October 2022 | $240,226,000 | 4 | May 13, 2022 |
| October 2023 | $209,137,341 | 3 | March 29, 2023 |
| October 2024 | $247,918,860 | 3 | March 28, 2024 |
| October 2025 | $295,522,242 | 3 | March 31, 2025 |
| October 2026 | $225,420,311 | 3 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Buckeye-Pacific (CRD 311553): Form ADV filing data as of October 2026.