BUCKLEY CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$194M
Discretionary
$194M
100% of AUM
Avg account
$24.2M
Accounts
8
Employees
6
Advisory reps
3

Firm details

Headquarters
MIAMI BEACH, Florida
CRD number
268818
Registered since
May 18, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Buckley Capital Advisors, LLC is an SEC-registered adviser formed as an LLC in 2017 that operates with a hedge-fund orientation. The firm reports institutional clients and provides portfolio management across individuals/small businesses, pooled investment vehicles, and business or institutional accounts. It also performs functions typical of commodity pool operators or commodity trading advisors and serves as sponsor/GP/managing member for pooled vehicles it manages. Fee arrangements include both a percentage-of-AUM component and performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Sergey Yevseyev

    CFOCRD 8066438

Contacts

2 of 2
  • ZACHARY BUCKLEY

    Managing PartnerCRD 6106728

  • KENNETH WALSH

    PresidentCRD 3197236

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MIAMI BEACH, FL

MIAMI DADE

Location

MIAMI BEACH, FL

Headquartered in MIAMI BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1111 Lincoln Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth