SourcingSourcing

BUCKHORN RESOURCES, LP

C50
CRD 226647·SEC 801-133984·HOUSTON, TX
AUM
$248.5M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$746K
@ 30% margin
Est. Deal Value
$6.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BUCKHORN RESOURCES, LP
CRD
226647
SEC file #
801-133984
EIN
—
DBA names
—

Economics

AUM
$248.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$248.7M → $248.5M▬ 0%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
11
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
6 advisors → 6 advisors▬ 0%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/buckhorn-resources(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ZORICH, BRET, ANDREW
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
ZORICH, BRET, ANDREW
DEXTER, STEPHEN, HAMILL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:buckhornresources.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo14
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3068911
Trust Company Affiliate
No

People (6)

6
ZORICH, BRET, ANDREW
Direct Owner · 87.5%
3068911
DEXTER, STEPHEN, HAMILL
Direct Owner · 7.5%
4429469
MOFFETT, LUKE
Direct Owner · 7.5%
7531176
JAMES HIGBIE STEEN
Direct Owner · 7.5%
5962769
THOMPSON, CATHERINE, ANN
Executive Officer · 2.5%
8120528
ZWART, BRIAN, ALLEN
Executive Officer · 2.5%
8245076