Trustee of Robert S. Brunswick and Kathleen J. Brunswick Revocable Family Trust Dated December 16, 1998 · Buchanan Street Partners, L.P.
Kathleen J. Brunswick
CRD 6262445 · Named on Form ADV at one SEC-registered adviser
At a glance
Buchanan Street Partners, L.P., an SEC-registered private fund adviser based in Newport Beach, CA with $1.6 billion in regulatory assets, lists Kathleen J. Brunswick on its Form ADV as Trustee of Robert S. Brunswick and Kathleen J. Brunswick Revocable Family Trust Dated December 16, 1998, a control person.
Firms and roles
- Buchanan Street Partners, L.P.Trustee of Robert S. Brunswick and Kathleen J. Brunswick Revocable Family Trust Dated December 16, 1998Private fund adviser · Newport Beach, CA · $1.6B in regulatory assets
AtlasMembers
Kathleen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Christian D. MacdonaldChief Compliance Officer, Buchanan Street Partners, L.P.
- Robert S. BrunswickChairman, Buchanan Street Partners, L.P.
- Timothy J. BallardPresident & CEO, Buchanan Street Partners, L.P.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kathleen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.