What Buckingham Global Advisors does

Buckingham Global Advisors, LLC is a privately held quantitative investment manager founded in 2014 and registered with the CFTC as a Commodity Trading Advisor and with the NFA since July 2015. The firm operates as a pure-play systematic CTA that exclusively trades highly liquid listed futures and options on CME (S&P 500 E-mini) and NYMEX (crude oil, natural gas), using proprietary quantitative models for signal generation, systematic execution, and disciplined drawdown control. It offers four distinct programs spanning weekly, monthly, intraday, and energy-volatility horizons, targeting net returns of 12–18% with Sharpe ratios of 2.0–4.0 and volatility below 8%.

The firm serves a horizontal mix of institutional and qualified-investor clients — High Net Worth Individuals, Qualified Eligible Persons, Family Offices, Fund of Funds, Financial Institutions, Corporations, and Pension Funds — distributed directly through a Disclosure-Document-gated onboarding process with no intermediary channels. Pricing is not publicly disclosed; revenue is generated via standard CTA management and performance fees on managed accounts and fund structures, with all trading conducted in-house by a team of fewer than ten led by CEO Charles Dai, COO Vishal Olson, and Senior Quant Analyst Jason Huang.

The Intraday Volatility Program (IVP) is scheduled to launch in Q1 2026, expanding the product set beyond the three currently active programs (Weekly E-mini Program, Energy Volatility Program, Strategic E-mini Program). The firm has no disclosed external investors, no M&A history, no patents, and no public marketing footprint beyond its corporate website.

Name

Buckingham Global Advisors

Legal name

Buckingham Global Advisors, LLC

Website

https://buckinghamga.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Buckingham Global Advisors is a privately held, CFTC-registered systematic CTA that trades S&P 500 E-mini and energy derivatives on CME and NYMEX via proprietary quantitative models. It serves HNWIs, QEPs, family offices, fund of funds, corporates, and pension funds through direct investor onboarding.

Ownership category

akta.pro rank

Product category

Systematic Quantitative Trading / Commodity Trading Advisory (CTA)

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)

SIC

Commodity Contracts Brokers & Dealers (6221), Investment Advice (6282)

akta.pro primary industry

Hedge Funds — Commodity Index/Enhanced Beta (FSAHAHAG)

Keywords

• Quantitative trading
• CTA advisory
• Options volatility
• Systematic futures
• Absolute return strategies

Headquarters

HQ city

Ladera Ranch

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Investment Management Fees: Fees charged for managing absolute-return trading programs in equity index and energy derivatives. The firm operates as a registered Commodity Trading Advisor (CTA) and Commodity Pool Operator (CPO), typically earning a combination of management fees and performance fees (incentive fees) from managed accounts and funds.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Buckingham Global Advisors is a quantitative Commodity Trading Advisor that manages client capital through systematic, rules-based trading programs in listed S&P 500 E-mini futures and options and energy (crude oil and natural gas) derivatives on the CME and NYMEX. The firm offers multiple differentiated programs targeting annualized net returns of 12-18% with Sharpe ratios of 2.0-4.0 and volatility below 8%, earning revenue through management and incentive fees on managed accounts.

Product overview

Buckingham Global Advisors operates as a quantitative investment manager offering four distinct systematic trading programs focused on equity index and energy derivatives. The portfolio includes three established programs (Weekly E-mini Program, Energy Volatility Program, and Strategic E-mini Program) that trade highly liquid listed futures and options on CME and NYMEX, plus an upcoming Intraday Volatility Program launching in 2026. All programs utilize quantitative models for systematic trading with disciplined risk management and drawdown control, targeting low volatility absolute returns.

Differentiator

Problem solved

Functional benefit

Products and services

• Weekly E-mini Program (WEP) A systematic trading program that trades weekly S&P 500 E-mini options, targeting annualized returns of 12-15% with a Sharpe ratio of 3.0 net of all fees and volatility under 7% annually. Designed for institutional and qualified individual investors seeking liquid, rules-based exposure to short-dated equity index options.
• Energy Volatility Program (EVP) A systematic trading program that trades weekly and monthly crude oil and natural gas options on NYMEX, targeting annualized returns of 15-18% with a Sharpe ratio of 4.0 net of all fees and volatility under 8% annually, with 0 to very low correlation with the S&P 500. Intended for investors seeking diversified absolute-return exposure to listed energy derivatives.
• Strategic E-mini Program (SEP) A systematic trading program that trades monthly S&P 500 E-mini options, targeting annualized returns of 15-18% with a Sharpe ratio of 2.0 net of all fees. Designed for investors seeking a longer-dated, rules-based equity index options strategy with stronger return targets.
• Intraday Volatility Program (IVP) An intra-day S&P 500 E-mini options program with zero overnight exposure, designed to exploit daily implied versus realized volatility differences. Targeted at investors seeking a systematic short-horizon volatility strategy that avoids overnight gap risk.

Quantifiable outcome

• Weekly E-mini Program targets 12-15% annual returns with Sharpe ratio of 3.0 net of all fees and volatility < 7%
• +2 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Winton Group: Winton is a large systematic CTA running quantitative, trend-following and mean-reversion strategies across global listed futures and options. While much larger than Buckingham, its systematic, multi-strategy approach to equity index and energy derivatives makes it a relevant scaled comparable for BGA's product set.
• Lynx Asset Management: Lynx is a systematic CTA trading global futures and options with multiple programs delivering absolute-return targets to institutional investors. Its multi-program systematic approach and CME/NYMEX-style product surface make it a relevant peer for Buckingham.
• Campbell & Company: Campbell & Company is a long-standing systematic CTA that trades global futures and options, including equity index and energy markets, with multiple programs targeting different risk/return profiles. It is a directly comparable multi-program systematic CTA serving institutional and HNW/QEP investors.
• GSA Capital Partners: GSA Capital is a boutique systematic manager running quantitative, model-driven strategies across global listed futures and options. Its quantitative, multi-program structure and institutional/QEP-target customer base overlap closely with Buckingham's WEP/EVP/SEP architecture.
• Quantitative Investment Management: QIM is a boutique quantitative CTA offering systematic absolute-return strategies with multiple programs targeting risk-controlled futures and options returns. It mirrors Buckingham's profile of multi-program systematic vol/CTA offerings to institutional and HNW investors, making it a closely size-comparable peer.
• Man Group (AHL): AHL is the systematic, managed-futures arm of Man Group, operating quantitative trading programs on global futures and options — directly comparable in product surface (equity index and energy derivatives) to Buckingham's WEP, EVP, SEP and IVP. It represents the at-scale end of Buckingham's competitive set.
• Graham Capital Management: Graham Capital is a systematic CTA that trades global futures and options — including equity index and energy markets — using quantitative, rules-based strategies. Like Buckingham, it serves institutional and HNW investors with multi-program absolute-return mandates, making it one of the closest comparables on strategy and product structure.

Broad incumbents

• AQR Capital Management: AQR is a large quantitative asset manager offering systematic alternatives — including managed futures and options-based volatility strategies — alongside its broader equity, fixed-income and risk-premium franchises. It is a broader incumbent comparable to Buckingham on the systematic absolute-return side, but at far greater scale and product breadth.
• Two Sigma Investments: Two Sigma is a large quantitative alternatives manager that runs systematic strategies across futures, options and other listed derivatives — including equity index and energy volatility strategies. It is a broad incumbent comparable to Buckingham on quantitative derivatives trading, though at much larger scale and with proprietary technology infrastructure far beyond BGA's 1-10 employees.

Emerging players

• Cantab Capital Partners: Cantab Capital runs systematic, quantitative strategies on global futures and options markets with an emphasis on shorter-horizon statistical signals, overlapping directly with Buckingham's quantitative, rules-based approach to listed derivatives. It sits closer in scale and style to Buckingham than large multi-strategy managers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/buckingham-global-advisors

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Buckingham Global Advisors