Buck Global, Llc (New York)

Buck Global, LLC is a pension cosultant based in New York. It manages $31.13 billion of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Buck Global provides financial planning services, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Buck Global: assets under management

The assets under management (AUM) of Buck Global, LLC is $31.13 billion. The company doesn't manage any assets belonging to foreign clients.


The firm manages $2.25 billion in discretionary accounts and $28.87 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250.2 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $704.24 million.

Investments

The firm invests in investment and business development companies the most. They account for 95% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 3% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.

David Miller

David Miller

Executive Financial & Market Analyst

David Miller brings 15 years of experience in global economics, personal finance strategy, and market dynamics. He specializes in turning complex economic trends into actionable insights for everyday readers.