Investment adviser · CRD 110378

BUCKINGHAM CAPITAL MANAGEMENT INC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 28, 2019

Regulatory AUM
$908M
Form ADV · Item 5.F
Client accounts
7
Accounts, not individual clients
Employees
14
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles6$889,203,94398.0%
Retirement plansFewer than 5$18,355,2022.0%
IndividualsFewer than 5Not reportedNot reported
High-net-worth individualsFewer than 5Not reportedNot reported
Banks & thriftsFewer than 5Not reportedNot reported
CharitiesFewer than 5Not reportedNot reported
Government entitiesFewer than 5Not reportedNot reported
Other investment advisersFewer than 5Not reportedNot reported
Insurance companiesFewer than 5Not reportedNot reported
Sovereign wealth & foreign institutionsFewer than 5Not reportedNot reported
Corporations & businessesFewer than 5Not reportedNot reported
Filing source

Form ADV 1291269 · Mar 28, 2019 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

7 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BUCKINGHAM PARTNERS II, L.P.Hedge Fund · Last reported Mar 28, 2019$274MGross asset value

Form D fundraising filings

BUCKINGHAM PARTNERS II LP

Fund administrator MORGAN STANLEY FUND SERVICES USA LLC PURCHASE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNERAMPER, LLP NEW YORK, New York, United States
Custodian BARCLAYS CAPITAL INC. NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Prime broker BARCLAYS CAPITAL INC. NEW YORK, New York, United States
Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

EISNERAMPER, LLP
PCAOB 274

BARCLAYS CAPITAL INC.
SEC 8-41342

MORGAN STANLEY & CO. LLC
SEC 8-15869

BARCLAYS CAPITAL INC.
CRD 19714 · SEC 8-41342

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source
Fund ID
805-9232282418
Reported beneficial owners
28
Minimum commitment
$1M
Form D file number
021-129863

Form ADV 1291269 · Mar 28, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BUCKINGHAM RAF PARTNERS, L.P.Hedge Fund · Last reported Mar 28, 2019$254MGross asset value

Form D fundraising filings

BUCKINGHAM RAF PARTNERS L P

Fund administrator MORGAN STANLEY FUND SERVICES USA LLC PURCHASE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNERAMPER, LLP NEW YORK, New York, United States
Custodian BARCLAYS CAPITAL INC. NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Prime broker BARCLAYS CAPITAL INC. NEW YORK, New York, United States
Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

EISNERAMPER, LLP
PCAOB 274

BARCLAYS CAPITAL INC.
SEC 8-41342

MORGAN STANLEY & CO. LLC
SEC 8-15869

BARCLAYS CAPITAL INC.
CRD 19714 · SEC 8-41342

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source
Fund ID
805-9296324532
Reported beneficial owners
60
Minimum commitment
$1M
Form D file number
021-129862

Form ADV 1291269 · Mar 28, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BUCKINGHAM RAF PARTNERS II, L.P.Hedge Fund · Last reported Mar 28, 2019$205MGross asset value

Form D fundraising filings

BUCKINGHAM RAF PARTNERS II LP

Fund administrator MORGAN STANLEY FUND SERVICES USA LLC PURCHASE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNERAMPER, LLP NEW YORK, New York, United States
Custodian BARCLAYS CAPITAL INC. NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Prime broker BARCLAYS CAPITAL INC. NEW YORK, New York, United States
Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

EISNERAMPER, LLP
PCAOB 274

BARCLAYS CAPITAL INC.
SEC 8-41342

MORGAN STANLEY & CO. LLC
SEC 8-15869

BARCLAYS CAPITAL INC.
CRD 19714 · SEC 8-41342

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source
Fund ID
805-8710342163
Reported beneficial owners
71
Minimum commitment
$1M
Form D file number
021-40521

Form ADV 1291269 · Mar 28, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BUCKINGHAM INTERNATIONAL PARTNERS MASTER FUND L.P.Hedge Fund · Last reported Mar 28, 2019$63.3MGross asset value

Feeder funds

Fund administrator MORGAN STANLEY FUND SERVICES USA LLC PURCHASE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNERAMPER, LLP NEW YORK, New York, United States
Custodian BARCLAYS CAPITAL INC. NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Prime broker BARCLAYS CAPITAL INC. NEW YORK, New York, United States
Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

EISNERAMPER, LLP
PCAOB 274

BARCLAYS CAPITAL INC.
SEC 8-41342

MORGAN STANLEY & CO. LLC
SEC 8-15869

BARCLAYS CAPITAL INC.
CRD 19714 · SEC 8-41342

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source
Fund ID
805-3668021322
Reported beneficial owners
9
Minimum commitment
$1M
Form D file number
021-129791

Form ADV 1291269 · Mar 28, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BUCKINGHAM PARTNERS, L.P.Hedge Fund · Last reported Mar 28, 2019$46.8MGross asset value
Fund administrator MORGAN STANLEY FUND SERVICES USA LLC PURCHASE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNERAMPER, LLP NEW YORK, New York, United States
Custodian BARCLAYS CAPITAL INC. NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Prime broker BARCLAYS CAPITAL INC. NEW YORK, New York, United States
Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

EISNERAMPER, LLP
PCAOB 274

BARCLAYS CAPITAL INC.
SEC 8-41342

MORGAN STANLEY & CO. LLC
SEC 8-15869

BARCLAYS CAPITAL INC.
CRD 19714 · SEC 8-41342

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source
Fund ID
805-8933263781
Reported beneficial owners
23
Minimum commitment
$1M
Form D file number
021-86264

Form ADV 1291269 · Mar 28, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BUCKINGHAM RAF INTERNATIONAL PARTNERS MASTER FUND L.P.Hedge Fund · Last reported Mar 28, 2019$46.4MGross asset value

Feeder funds

Fund administrator MORGAN STANLEY FUND SERVICES USA LLC PURCHASE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNERAMPER, LLP NEW YORK, New York, United States
Custodian BARCLAYS CAPITAL INC. NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Prime broker BARCLAYS CAPITAL INC. NEW YORK, New York, United States
Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

EISNERAMPER, LLP
PCAOB 274

BARCLAYS CAPITAL INC.
SEC 8-41342

MORGAN STANLEY & CO. LLC
SEC 8-15869

BARCLAYS CAPITAL INC.
CRD 19714 · SEC 8-41342

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source
Fund ID
805-8299120091
Reported beneficial owners
10
Minimum commitment
$1M
Form D file number
021-129789

Form ADV 1291269 · Mar 28, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MANAGED ACCOUNT INVESTMENTS SPC-BCM SEGREGATED PORTFOLIOHedge Fund · Last reported Apr 9, 2013$57.4MGross asset value

Form D fundraising filings

Managed Account Investments, SPC

Fund administrator CONIFER FUND SERVICES, LTD. TORTOLA, British Virgin Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ROTHSTEIN, KASS & COMPANY, P.C. NEW YORK, New York, United States
Custodian MORGAN STANLEY CAPITAL SERVICES INC NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian MS SECURITIES SERVICES INC. NEW YORK, New York, United States Related to adviser: No
Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No
Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MORGAN STANLEY & CO. LLC
SEC 8-15869

MS SECURITIES SERVICES INC.
SEC 8-26804

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source
Fund ID
805-9832745607
Reported beneficial owners
2
Minimum commitment
$100K
Form D file number
021-128894

Form ADV 729195 · Apr 9, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 28, 2019. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

485 LEXINGTON AVENUE, 3RD FLOOR
NEW YORK, NY, 10017, United States

CRD 110378

Filing source

Form ADV 1291269 · Mar 28, 2019 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.