Boundary Street Partners LP

Boundary Street Partners LP provides discretionary investment management and retirement plan consulting to individuals, high net worth clients, pension and profit-sharing plans, and a private fund. The firm typically works with clients to develop a Financial Profile and an Investment Plan and managed approximately $18 million on a discretionary basis as of December 31, 2025.

BSP follows an active global value-investing approach informed by the writings of Warren Buffett and Howard Marks, relying on fundamental, in-house research that emphasizes high return on equity, sustainable earnings, and relative-value screening. Portfolios may include individual stocks, mutual funds, ETFs, corporate bonds and, for appropriate clients, strategies such as long-term holdings, shorter-term trades, options, short sales and limited use of derivatives; the firm also uses third-party separate account managers and wrap-fee arrangements when suitable.

A notable feature disclosed in the brochure is that BSP recommends and serves as manager for a private fund, a relationship the firm describes as creating a financial incentive and a potential conflict of interest that is addressed in its disclosures and policies. BSP’s combination of managing its own fund, operating a proprietary wrap program alongside use of Schwab’s Managed Account Select platform, and the stated willingness to use derivatives and short-selling for qualifying clients distinguishes its set of services from many smaller independent advisers.