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Buckram Securities
Buckram Securities is an SEC-registered investment adviser in Locust Valley, NY, registered since 2017. The firm manages approximately $117 million in...
Buckram Securities
Buckram Securities is an SEC-registered investment adviser in Locust Valley, NY, registered since 2017. The firm manages approximately $117 million in regulatory assets. It has 3 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
Location
Region
North America
Country
United States
City
Locust Valley
Corporate office
Locust Valley, NY, United States
Frequently asked questions
Is Buckram Securities open to co-investments alongside external partners?
There is no public record of Buckram Securities participating in co-investments with external GPs or family offices. Its broker-dealer registration permits principal trading, but no syndicated deals, SPVs, or club transactions have been attributed to the firm.
What asset classes does Buckram Securities target?
The firm's broker-dealer registration and 'securities' designation point to public-market instruments — equities, fixed income, and possibly derivatives — rather than private equity, venture capital, or direct real estate. Confirmed positions or asset-allocation breakdowns are not publicly available.
How is Buckram Securities regulated?
Buckram Securities is registered as a broker-dealer, subject to FINRA and SEC oversight for trading and custody activities. This registration does not imply external asset-management services; many single-family offices maintain broker-dealer entities for in-house execution.
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