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Building 2BUCHANAN STREET PARTNERS

Map pinNEWPORT BEACH, CA
Phone949-721-1414
NotebookSEC #801-60634
Total AUM
$519.1M
Employees
21
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
888 SAN CLEMENTE DRIVE
SUITE 200
NEWPORT BEACH
CA 92660
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
949-721-1414

ReceiptFinancials

Total AUM
$519.1M
Accounts
12
Discretionary
$365M
Accounts
7
Non-Discretionary
$154.2M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
REAL ESTATE INVESTMENT MANAGEMENT
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 25 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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