Buck Global, LLC (New York)


Buck Global, LLC is a pension cosultant based in New York. It manages $31.13 billion of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Buck Global provides financial planning services, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Buck Global: assets under management

The assets under management (AUM) of Buck Global, LLC is $31.13 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $2.25 billion in discretionary accounts and $28.87 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250.2 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $704.24 million.

Investments

The firm invests in investment and business development companies the most. They account for 95% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 3% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Buck Global, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Buck Global serves?

The only and largest group of clients of Buck Global is pension and profit sharing plans with 50 clients and $31.13 billion of assets under management. Among the 7 most similar advisory firms, Buck Global has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $31.13 billion for 50 clients. None of the firm’s clients are foreign persons or businesses.

Buck Global doesn't advise any private funds.

Careers at Buck Global, LLC

The company employs 600 people that are either part- or full-time employees. 3 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Based in New York

The principal office where Buck Global, LLC performs its advisory services is located at 420 Lexington Avenue, New York, NY 10170 2220, which is also the mailing address of the firm. An additional office of the firm is in Pittsburgh, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-330-1000 or by fax 212-883-0635. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at buckglobal.com/ and its LinkedIn profile.