SourcingSourcing

BUCKEYE-PACIFIC LLC

A70
CRD 311553·SEC 801-120100·NAPLES, FL
AUM
$225.4M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$676K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BUCKEYE-PACIFIC LLC
CRD
311553
SEC file #
801-120100
EIN
000000000
DBA names
Buckeye-pacific

Economics

AUM
$225.4M
AUM band
$100M-$500M
AUM trajectory
'21'26
$201.8M → $225.4M▲ +12%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
2 advisors → 3 advisors▲ +50%
Primary office
NAPLES FL
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
twinlakefunds.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DREYFUSS, EVAN, (NMN)
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DREYFUSS, EVAN, (NMN)
CLARK, WALTER, HENRY
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
ok
Rdap Domain
TWINLAKEFUNDS.COM
Rdap Domain Creation Date
2021-01-04T13:46:38Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001263414
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2003-09-11
Edgar Last Filing Date
2026-01-27
Edgar Form D Count
18
Edgar Form D Offerings
2026-01-272026-01-27 · 0001263414-26-000001
2025-01-272025-01-27 · 0001263414-25-000001
Edgar Former Names
TALON TOTAL RETURN PARTNERS LP

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Goldman Sachs12
E*trade4
U.s. Bank2
Edgar Addresses
Mailing
SOUTH LASALLE MANAGERS, LLC200 S. WACKER DRIVE, SUITE 2650CHICAGO, IL 60606
Business
SOUTH LASALLE MANAGERS, LLC200 S. WACKER DRIVE, SUITE 2650CHICAGO, IL 60606
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-01-27 · 0001263414-26-000001
D/A2025-01-27 · 0001263414-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-04T13:46:38Z
Rdap Domain Last Changed
2025-12-15T17:53:03Z
Rdap Nameservers
Ns05.domaincontrol.comNs06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1178690
Trust Company Affiliate
Yes

People (2)

2
EVAN (NMN) DREYFUSS
Direct Owner · 87.5%
1178690
CLARK, WALTER, HENRY
Executive Officer · 2.5%
2146034