9AT: BUCHANAN STREET PARTNERS, L.P.

other names

BUCHANAN STREET PARTNERS, L.P.
BF VI ADVISORS, LLC (RELYING ADVISER)
NB REAL PROPERTY, L.P. (RELYING ADVISER)
BUCHANAN STREET PARTNERS MANAGEMENT, L.P.

Adviser Profile

As of Date	03/31/2025
ADV Location	NEWPORT BEACH, CA, United States
Adviser Type - Large advisory firm
Number of Employees	27 8%
of those in investment advisory functions	14 17%
Registration	SEC, Approved, 10/21/2013

AUM^*	1,608,397,011 -7%
of that, discretionary	1,334,433,678 13%
Private Fund GAV^*	200,304,771 193%
Avg Account Size	64,335,880 -18%
SMA’s	Yes
Private Funds	12 11
Contact Info	949 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- State or municipal government entities

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Fund Type	Count	GAV
Fund TypeReal Estate Fund	Count1	GAV$11,894,215
Fund TypeOther Private Fund	Count11	GAV$188,410,556

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser WHITMAN/PETERSON, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund2.0b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.0b	AUM2.0b	#Funds8
Adviser MARBLE CAPITAL LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund29.1m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV29.1m	AUM2.8b	#Funds2
Adviser BLACKROCK REALTY ADVISORS INC	Hedge Fund57.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund47.6m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV105.1m	AUM1.6b	#Funds3
Adviser RAITH CAPITAL PARTNERS	Hedge Fund174.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund1.2b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.4b	AUM2.1b	#Funds8
Adviser BULLTICK WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund17.8m	Real Estate Fund34.3m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV52.2m	AUM1.7b	#Funds9
Adviser UNISON INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund1.7b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund100.0m	Total Private Fund GAV1.8b	AUM1.7b	#Funds5
Adviser DLJ REAL ESTATE CAPITAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund853.0m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV853.0m	AUM853.0m	#Funds17
Adviser EVERSOURCE WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund7.6m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV7.6m	AUM4.0b	#Funds1
Adviser ROSE SMART GROWTH INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund89.7m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV89.7m	AUM1.9b	#Funds1
Adviser EQUUS CAPITAL PARTNERS, LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund1.8b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.8b	AUM1.8b	#Funds9

Brochure Summary

Overview

WHO WE ARE. We are a real estate investment management firm. We are an investment adviser registered with the SEC under the Investment Advisers Act of 1940, as amended (the “Advisers Act”), and have been since 2013. We are a Delaware limited partnership. Our principal owners are Timothy Ballard (through DUJURE, LLC), Robert Brunswick (through the Robert S. Brunswick and Kathleen J. Brunswick Revocable Family Trust dated December 16, 1998), and The TCW Group, Inc., a Nevada corporation (“TCW”). THE SERVICES WE OFFER. We provide real estate investment management services for institutional and individual investors through private commingled investment funds, separate accounts offered as single investor funds and private placement funds (collectively, the “Funds”). We are a multi-faceted commercial real estate investment management company with an operating and investment platform

that has access to multiple distribution channels and invests throughout the entire capital structure. The Funds are designed to provide investors with the means to achieve attractive risk-adjusted returns for their real estate or alternative investment allocations. Our clients include private or government investment funds, institutions and individuals, including pension funds, high net worth individuals, family offices, and others. Those clients are sophisticated investors and often have internal and external consultants and advisers to assist them with determinations of their individual needs, such as allocations among types of investments, and do not seek those determinations from us. ASSETS UNDER MANAGEMENT. As of December 31, 2023, we had $1,391,493,227 in discretionary assets under management and $340,753,609 in non-discretionary assets under management.

BUCHANAN STREET PARTNERS, L.P.

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