BUCHANAN STREET PARTNERS, L.P. of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 169052). Regulatory assets under management: $1.6B.
Compensation: % of AUM, Fixed, Performance.
Clients served: High net worth, Pooled vehicles, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Timothy John Ballard | PRESIDENT & CEO; SHAREHOLDER [THROUGH THE TIMOTHY AND WENDY BALLARD REVOCABLE TRUST DATED JANUARY 28, 2000]; TRUSTEE | Newport Beach, CA |
| Christian Douglas MacDonald | CHIEF COMPLIANCE OFFICER; LIMITED PARTNER [THROUGH CHRISTIAN D. MACDONALD LIVING TRUST, ESTABLISHED APRIL 16, 2015]; TRUSTEE OF CHRISTIAN D. MACDONALD LIVING TRUST, ESTABLISHED APRIL 16, 2015 | Newport Beach, CA |
| Robert Stanley Brunswick | CHAIRMAN; LIMITED PARTNER [THROUGH ROBERT S. BRUNSWICK AND KATHLEEN J. BRUNSWICK REVOCABLE FAMILY TRUST DATED DECEMBER 16, 1998]; MEMBER (+3 more) | Newport Beach, CA |
| Kathleen Jo Brunswick | TRUSTEE; TRUSTEE OF ROBERT S. BRUNSWICK AND KATHLEEN J. BRUNSWICK REVOCABLE FAMILY TRUST DATED DECEMBER 16, 1998 | — |
| LANDMANN LAIRD RIDINGS | MANAGER | — |
| LIPPMAN DAVID BRIAN | MANAGER | — |
| STERN MARC IRWIN | MANAGER | — |
| DOUGHERTY MICHAEL JOHN | LIMITED PARTNER [THROUGH DOUGHERTY 2995 FAMILY TRUST 319 DATED FEBRUARY 12, 2005]; TRUSTEE OF DOUGHERTY 2995 FAMILY TRUST 319 DATED FEBRUARY 12, 2005; TRUSTEE [THROUGH DOUGHERTY 2995 FAMILY TRUST 319 DATED FEBRUARY 12, 2005] | — |
| CONWAY WILLIAM ELIAS | NON-VOTING MEMBER | — |
| RUBENSTEIN DAVID MARK | NON-VOTING MEMBER | — |
| BRUNSWICK ROBERT STANLEY | CHAIRMAN; CHAIRMAN, CEO; LIMITED PARTNER [THROUGH ROBERT S. BRUNSWICK AND KATHLEEN J. BRUNSWICK REVOCABLE FAMILY TRUST DATED DECEMBER 16, 1998] (+5 more) | — |
| BALLARD TIMOTHY J | PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF FINANCIAL OFFICER | — |
| D'ANIELLO DANIEL ANTHONY | NON-VOTING MEMBER | — |
| MACDONALD CHRISTIAN D | CHIEF COMPLIANCE OFFICER | — |
| MACDONALD CHRISTIAN DOUGLAS | CHIEF COMPLIANCE OFFICER; LIMITED PARTNER; LIMITED PARTNER [THROUGH CHRISTIAN D. MACDONALD LIVING TRUST, ESTABLISHED APRIL 16, 2015] (+1 more) | — |
| BALLARD TIMOTHY JOHN | LIMITED PARTNER [THROUGH TIMOTHY AND WENDY BALLARD REVOCABLE TRUST DATED JANUARY 28, 2000]; MEMBER; MEMBER [OF BF VI ADVISORS, LLC] (+7 more) | — |
| BRUNSWICK KATHLEEN JO | TRUSTEE; TRUSTEE OF ROBERT S. BRUNSWICK AND KATHLEEN J. BRUNSWICK REVOCABLE FAMILY TRUST DATED DECEMBER 16, 1998 | — |
| DOUGHERTY GEENA BERNADETTE | TRUSTEE OF DOUGHERTY 2995 FAMILY TRUST 319 DATED FEBRUARY 12, 2005; TRUSTEE [THROUGH DOUGHERTY 2995 FAMILY TRUST 319 DATED FEBRUARY 12, 2005] | — |