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Buckeye-Pacific

Private funds

Naples, FLCRD 311553Updated

Buckeye-Pacific is an investment adviser based in Naples, FL, registered with the SEC since 2021. It provides investment management. Its clients include pooled investment vehicles and high-net-worth individuals. Its regulatory assets under management total $225 million, as filed on 30 March 2026.

3
Clients
Not reported
AUM per individual client
3
Advisory staff
3
Offices

From Form ADV filed 30 March 2026SEC record

Services and clients

Buckeye-Pacific provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles. The firm advises 2 private funds.

Buckeye-Pacific reports 3 clients. They include 3 pooled investment vehicles. Of its assets, 100.0% ($225M across 4 accounts) are managed with discretion. Of its clients, 8% are outside the U.S.

Clients and assets by client type
Clients3 clients reported
Assets$225M
Share of clients and assets by client type
Client typeClientsAssets
High-net-worth individualsFewer than 53%
Pooled investment vehicles100%97%

Client shares use reported counts. Client types without a reported count are excluded from that total.

Client breakdown and activity details
High-net-worth individuals
Clients
Fewer than 5
Regulatory AUM
$5.66M
AUM share
2.5%
Avg. per client
—
Pooled investment vehicles
Clients
3
Regulatory AUM
$220M
AUM share
97.5%
Avg. per client
$73.3M

Total

Clients
3
Regulatory AUM
$225M
AUM share
100%
Avg. per client
—
Clients outside the U.S.
8%
Clients advised without assets under management last fiscal year
0
Private funds advised
2

Fees and minimums

Buckeye-Pacific is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.

Ownership and people

Evan Dreyfuss owns 75% or more of Buckeye-Pacific. The leadership team of Buckeye-Pacific includes Chief Compliance Officer Walter Clark. It has 3 employees.

Leadership

  • Walter Clark
    Chief Compliance Officer
  • Evan Dreyfuss
    Managing Member

Staff

  • 3 employees
  • 3 in advisory functions
Who owns the firm
Buckeye-Pacific LLC· the adviser
  • Evan Dreyfuss

    Control person · since June 2011

    Owns 75% or more of Buckeye-Pacific LLC

Growth and acquisitions

Buckeye-Pacific’s regulatory assets grew from $202M (December 2020) to $225M (March 2026); clients were 3 in both filings and employees fell from 4 to 3.

By annual filing
Measure
Figures from each annual filing
Buckeye-Pacific figures from each annual Form ADV filing
FiledRegulatory AUMClientsEmployeesOffices
March 2026$225M333
March 2025$296M533
March 2024$248M533
March 2023$209M633
May 2022$240M543
December 2020$202M342

Offices and registration details

Besides its headquarters, Buckeye-Pacific has 2 offices, with 3 listed addresses in Florida and Illinois.

Listed office addresses by state

Florida · 1 listed address

  • 4850 Tamiami Trail North, Suite 303, NaplesHQ

Contact and registration details

Legal name
Buckeye-Pacific LLC
Headquarters
4850 Tamiami Trail North, Suite 303, Naples, FL 34103
Website
Not reported
SEC file
801-120100
Structure
Illinois LLC
Fiscal year end
December

Custodians

Buckeye-Pacific uses U.S. Bancorp Advisors ($5.66M) as custodian for its separately managed accounts. Buckeye-Pacific has custody of $220M in client assets for 3 clients.

Reported separately managed account assets by custodian
$5.66M
named custodians
  • U.S. Bancorp AdvisorsU.S. Bancorp Advisors, LLC · Glendale, CA · $5.66M100%

Investments and reported holdings

At year end, Buckeye-Pacific’s separately managed accounts were mostly in bonds (73%) and cash (20%).

What the accounts hold

Separately managed account assets by class, year end
  • Stocks6%
  • Bonds73%
  • Cash20%
  • Other1%
    • Preferred/baby bond1%

Common questions

How many clients does Buckeye-Pacific have?

Buckeye-Pacific has 3 clients and manages $225 million for them, as of March 2026. They include 3 pooled investment vehicles.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026

What services does Buckeye-Pacific offer?

Buckeye-Pacific provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Buckeye-Pacific use?

Buckeye-Pacific’s separately managed account assets are held at U.S. Bancorp Advisors, LLC (Glendale, CA), with $5.66M. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026

How many financial advisors does Buckeye-Pacific have?

Buckeye-Pacific has 0 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Buckeye-Pacific invest in?

At the end of its last fiscal year, Buckeye-Pacific’s separately managed accounts held 73% high-yield corporate bonds, 20% cash and equivalents, 6% exchange-traded equities and 1% other. The 1% other category is described as: Preferred/Baby Bond. It advises 2 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Buckeye-Pacific?

Buckeye-Pacific’s direct owner is Evan Dreyfuss (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026

How does Buckeye-Pacific get paid?

Buckeye-Pacific is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

How do I contact Buckeye-Pacific?

Buckeye-Pacific’s main office is at 4850 Tamiami Trail North, Suite 303, Naples, FL 34103. Its phone number is 312-858-1670.

Source: Form ADV Part 1A, Item 1.F, filed 30 March 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 30 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 311553.
  3. SEC registered adviser data, annual Form ADV amendments filed 4 December 2020 to 30 March 2026. Items 1.F and 5.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

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