Private fund adviser · Newport Beach, CA
Buchanan Street Partners, L.P.
SEC-registered investment adviser · CRD 169052 · SEC 801-78627
At a glance
Buchanan Street Partners, L.P. is an SEC-registered investment adviser based in Newport Beach, California, with $1.6 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 1,866th of 4,686 private fund advisers and 4,105th of 17,210 SEC-registered advisers by assets.
Main office 949-721-1414buchananstreet.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.6B
- Rank among private fund advisers
- #1,866 of 4,686
- Rank among all SEC RIAs
- #4,105 of 17,210
- Rank in California
- #467 of 1,873
- Clients
- 22
- Accounts
- 25
- Discretionary
- 82% of AUM
- Employees
- 29
- Advisory staff
- 14
- Offices
- 1
Owners and executives on its Form ADV
- Christian D. MacdonaldChief Compliance Officer
- Robert S. BrunswickChairman
- Timothy J. BallardPresident & CEO
- Christian D. MacdonaldLimited Partner [through Christian D. Macdonald Living Trust, Established April 16, 2015]
- Robert S. BrunswickLimited Partner [through Robert S. Brunswick and Kathleen J. Brunswick Revocable Family Trust Dated December 16, 1998]
- Robert S. BrunswickTrustee of Robert S. Brunswick and Kathleen J. Brunswick Revocable Family Trust Dated December 16, 1998
- Kathleen J. BrunswickTrustee of Robert S. Brunswick and Kathleen J. Brunswick Revocable Family Trust Dated December 16, 1998
- Christian D. MacdonaldTrustee of Christian D. Macdonald Living Trust, Established April 16, 2015
Custody and brokerage
Custodian
Buchanan Street Partners, L.P.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: TCW Funds Distributors LLC.
- TCW Funds Distributors LLC ↗CRD 16670
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 22 | $1.5B | 91% |
| State or municipal government entities | – | $149M | 9% |
Private funds
Buchanan Street Partners, L.P. reports 1 private funds with $18M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Buchanan Street Partners, L.P. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗buchananstreet.com ↗
AtlasMembers
The full record on Buchanan Street Partners, L.P.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,942 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Buchanan Street Partners, L.P. manage?
Buchanan Street Partners, L.P. reports $1.6 billion in regulatory assets under management across 25 accounts, 82% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Buchanan Street Partners, L.P.?
Buchanan Street Partners, L.P. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Buchanan Street Partners, L.P.’s clients?
By assets, its largest client types are pooled investment vehicles ($1.5 billion, 22 clients); state or municipal government entities ($149 million).
Does Buchanan Street Partners, L.P. manage private funds?
Yes. It reports 1 private funds with $18 million in gross assets, including real estate funds.
Does Buchanan Street Partners, L.P. have any disciplinary history?
Buchanan Street Partners, L.P. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Buchanan Street Partners, L.P.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →