{"url":"https://nivawealth.com/firms/buckeye-pacific-311553","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/311553","regulatoryAum":225420311,"crd":"311553","history":[{"filedOn":"2020-12-04","regulatoryAum":201823639,"clients":3,"employees":4,"offices":2},{"filedOn":"2022-05-13","regulatoryAum":240226000,"clients":5,"employees":4,"offices":3},{"filedOn":"2023-03-29","regulatoryAum":209137341,"clients":6,"employees":3,"offices":3},{"filedOn":"2024-03-28","regulatoryAum":247918860,"clients":5,"employees":3,"offices":3},{"filedOn":"2025-03-31","regulatoryAum":295522242,"clients":5,"employees":3,"offices":3},{"filedOn":"2026-03-30","regulatoryAum":225420311,"clients":3,"employees":3,"offices":3}],"secFileNumber":"801-120100","legalName":"Buckeye-Pacific LLC","displayName":"Buckeye-Pacific","slug":"buckeye-pacific-311553","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Illinois limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4850 Tamiami Trail North, Suite 303","city":"Naples","state":"FL","stateName":"Florida","country":"United States","postalCode":"34103"},"tradeNames":[],"registration":{"secApproved":"4 January 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":225420311,"discretionary":225420311,"discretionaryAccounts":4,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":8,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":null,"fewerThan5":true,"regulatoryAum":5655752},{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":219764559}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"U.S. Bancorp Advisors, LLC","shortName":"U.S. Bancorp Advisors","location":"Glendale, CA","smaAssets":5655752}],"custodyNote":"Buckeye-Pacific has custody of $220M in client assets for 3 clients.","otherCustodians":[],"leadership":[{"name":"Walter Clark","title":"Chief Compliance Officer","crd":"2146034"},{"name":"Evan Dreyfuss","title":"Managing Member","crd":"1178690"}],"ownership":[{"label":"Evan Dreyfuss","detail":"Managing member in the 75% or more ownership band and a control person, since June 2011."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"4850 Tamiami Trail North, Suite 303","city":"Naples","headquarters":true}]},{"state":"Illinois","offices":2,"addresses":[{"street":"4433 N Ravenswood Ave","city":"Chicago"},{"street":"200 S Wacker Drive","city":"Chicago"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"312-858-1670","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":6},{"label":"Non-investment grade corporate bonds","percent":73},{"label":"Cash and cash equivalents","percent":20},{"label":"Other","percent":1,"detail":"Preferred/Baby Bond"}],"privateFunds":2},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/311553/PDF/311553.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Buckeye-Pacific have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Buckeye-Pacific offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Buckeye-Pacific use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Buckeye-Pacific have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Buckeye-Pacific invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Buckeye-Pacific?","answer":"Buckeye-Pacific’s direct owner is Evan Dreyfuss (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Buckeye-Pacific get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Buckeye-Pacific?","answer":"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","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}