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| Banner Capital Management LLC
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|---|---|
| CRD # | 326949 |
| SEC # | 801-130725 |
| CIK # | |
| AUM | 619.2 M (2026-05-08) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 801-290-3333 |
| Address | 3600 Outlet Parkway Lehi, UT 84048 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Banner Capital Fund I-A LP | [2026-03-27] | 46.8 M | |
| PE | Banner Capital Fund II LP | [2026-03-27] | 39.8 M | |
| PE | Banner Capital Fund I LP | [2026-03-27] | 278.0 M | |
| PE | Banner Print Partners LP | [2025-03-17] | 11.6 M | |
| PE | Aa-Beam Investors LLC | [2024-06-20] | 8.1 M | 11.6 M |
| PE | Banner Clean Partners LLC | [2024-06-20] | 35.4 M | 46.3 M |
| PE | Banner Co-Invest Partners I LLC FKA Pattern Preferred Investors LLC | [2024-06-20] | 22.8 M | 104.7 M |
| PE | Banner Manscaped Partners LLC | [2024-06-20] | 11.4 M | 22.3 M |
| PE | Banner OXG Partners LLC | [2024-06-20] | 3.1 M | 1.6 M |
| PE | Banner Premier Partners LLC | [2024-06-20] | 8.4 M | 2.7 M |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 619.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 619.2 |
| By Discretionary | ||
| Discretionary | 6 | 619.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 619.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 619.2 | |
| Total | 6 | 619.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Richard Thoms | 7166 | 142 | ||
| Assure Fund Management II | 6187 | 141 | ||
| Tanner Ainge | 13 | 3 | ||
| Banner Capital Management LLC | 6 | 2 | ||
| Ainge Advisory | 2 | 2 | ||
| Banner Founders LLC | 5 | 1 | ||
| Tyler Price | 1 | 1 | ||
| Mark Broadbent | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional |
| Fund Types | Private Equity |
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