About Buckley Capital Advisors, LLC (the “Investment Advisor” or “BCA”)
The Investment Advisor is a Florida limited liability company. Zachary Buckley founded Buckley Capital
Partners, LP (“Fund”), its general partner, Buckley Capital Management, LLC (“General Partner”), and the
Investment Advisor in 2010. BCA’s principal owners are Zachary C. Buckley and Kenneth E. Walsh.
Buckley Capital Advisors, LLC is a registered investment adviser with the Securities and Exchange
Commission (“SEC”).
Advisory Services Offered
Fund Management
The Investment Advisor advises the Fund, a long short hedge fund focused on equities that employs a deep
value and special situations approach to investing. The Fund’s primary objective is to build long-term
wealth over a period of time using a value investing methodology. The operations of the Fund are managed
through the General Partner and the Investment Advisor.
Portfolio Management Services
The Investment Advisor provides portfolio management services (“PM Services”), on a discretionary basis,
to private individuals and institutional clients, such as pension plans, charitable organizations, trusts,
corporations, and partnerships. Since we have discretion over your account, this means you have given us
the authority to determine the following without your consent:
• Securities to be bought or sold for your account
• Amount of securities to be bought or sold for your account
• Broker or dealer to be used for a purchase or sale of securities for your account
BCA provides investment advisory services to clients at all levels of sophistication and complexity. We
are a boutique firm that provides responsive and personalized service. We are large enough to have the
resources to effectively manage investment portfolios, and small enough so we have the capacity to ensure
that every client will receive the attention they expect and deserve. Our value approach is derived from our
identification of overlooked
and under-appreciated equities. We focus on discovering and exploiting
differences between the market price for individual companies versus what we believe those companies are
worth. (hereafter referred to as the “BCA investment program”)
The BCA investment program offers a stock portfolio which includes individual company stocks and may
include allocations to fixed income securities, Stocks sold short, options, and exchange-traded funds. The
BCA investment program is not a broadly diversified portfolio and may not be suitable for all clients.
Our accounts do not involve “investment supervisory services” (i.e. giving the client continuous advice as
to the investment of assets on the basis of that client’s overall needs). BCA offers a specific equity
investment strategy and does not modify its investment strategy based on an individual client’s financial
situation, investment experience or investment objective if it differs from the investment objective of BCA’s
strategy.
The BCA Investment Program specializes in a long-term investment discipline that attempts to uncover
significant discrepancies between stock market prices and underlying company values. This search for
value generally leads to smaller and mid-capitalization stocks. For investors with a long-term investment
horizon seeking capital appreciation in excess of stock market returns, this strategy may appreciably
diversify their scope of investment.
Separately Managed Accounts
We may also serve as the investment adviser for individual separately managed accounts (SMA). This is a
program that allows us to create an investment portfolio that is similar to the BCA Investment Program and
manage it within the same investment guidelines and financial parameters as the BCA Investment Program.
Wrap Fee Programs
The Investment Advisor does not participate in or sponsor a third-party wrap fee program.
Client Assets under Management
As of December 31, 2023, we manage $133,254,690on a discretionary basis.