Buchanan Street Partners, L.P.
- Regulatory AUM
- $1.6B
- Discretionary
- $1.3B
- Clients
- 22
- Avg AUM / client
- $73.1M
- Accounts
- 25
- Employees
- 29
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 22 | $1.5B | 90.7% |
| State or municipal government entities | Fewer than 5 clients | $149M | 9.27% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $68.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Blue & Gold Partners, Llc | Real Estate Fund | Delaware | $68.5M | 3 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brunswick, Kathleen, Jo | Trustee | Dec 1998 (28y) | 25% – 50% | |
| Brunswick, Robert, Stanley | Chairman | Dec 1998 (28y) | 25% – 50% | |
| Ballard, Timothy, John | President & Ceo | Dec 2013 (13y) | 25% – 50% | |
| Macdonald, Christian, Douglas | Chief Compliance Officer | Dec 2013 (13y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Tcw Group, Inc. | Limited Partner | Dec 2013 | A | 25% – 50% |
| Dujure, Llc | Limited Partner | Jan 2017 | A | 25% – 50% |
| Bsp General Partner, Inc. | General Partner | Dec 2013 | A | Less than 5% |
| Bsp/Agp, Llc | General Partner | Dec 2013 | A | Less than 5% |
| Clipper Acquisitions Corp. | Shareholder | Feb 2013 | B | ≈ 18.75% – 50% via The Tcw Group, Inc. |
| Clipper Intermediate Corp. | Shareholder | Jul 2012 | B | ≈ 14.06% – 50% via Clipper Acquisitions Corp. |
| Clipper Holding, L.P. | Shareholder | Jul 2012 | B | ≈ 10.55% – 50% via Clipper Intermediate Corp. |
| Dujure Holdings Trust | Member | Jan 2017 | B | ≈ 18.75% – 50% via Dujure, Llc |
| The Tcw Group, Inc. | Shareholder | Oct 2007 | B | ≈ 0% – 2.5% via Bsp General Partner, Inc. |
| Dujure, Llc | Member | Jan 2017 | B | ≈ 0% – 2.5% via Bsp/Agp, Llc |
| Clipper Gp, L.L.C. | General Partner | Jul 2012 | B | GP / trustee / elected manager of Clipper Holding, L.P. (indirect) |
Estimated effective ownership (look-through of filed bands):
- Clipper Acquisitions Corp.: 75% – 100% of The Tcw Group, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Clipper Intermediate Corp.: 75% – 100% of Clipper Acquisitions Corp. × 75% – 100% of The Tcw Group, Inc. × 25% – 50% direct ≈ 14.06% – 50% of the firm
- Clipper Holding, L.P.: 75% – 100% of Clipper Intermediate Corp. × 75% – 100% of Clipper Acquisitions Corp. × 75% – 100% of The Tcw Group, Inc. × 25% – 50% direct ≈ 10.55% – 50% of the firm
- Dujure Holdings Trust: 75% – 100% of Dujure, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- The Tcw Group, Inc.: 25% – 50% of Bsp General Partner, Inc. × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Dujure, Llc: 25% – 50% of Bsp/Agp, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $68.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Blue & Gold Partners, Llc | Real Estate Fund | $68.5M | $0 | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.44 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗