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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) |
| Fees | |
| Minimum | |
| 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 | |
| Filed 2025-06-05 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Banner Capital Fund II LP | [2026-03-27] | 39.8 M | |
| Filed 2025-04-25 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Banner Capital Fund I LP | [2026-03-27] | 278.0 M | |
| Filed 2025-06-05 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Banner Print Partners LP | [2025-03-17] | 11.6 M | |
| Filed 2024-06-28 (D) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Aa-Beam Investors LLC | [2024-06-20] | 8.1 M | 11.6 M |
| Filed 2023-10-05 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Banner Clean Partners LLC | [2024-06-20] | 35.4 M | 46.3 M |
| Filed 2023-10-04 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Banner Co-Invest Partners I LLC FKA Pattern Preferred Investors LLC | [2024-06-20] | 22.8 M | 104.7 M |
| Offered $22,797,859 · Filed 2022-03-07 (D) · Exemption 506(b), 3(c)(1) · Minimum $250,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Banner Manscaped Partners LLC | [2024-06-20] | 11.4 M | 22.3 M |
| Filed 2023-10-05 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Banner OXG Partners LLC | [2024-06-20] | 3.1 M | 1.6 M |
| Filed 2023-10-05 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Banner Premier Partners LLC | [2024-06-20] | 8.4 M | 2.7 M |
| Filed 2023-10-05 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | Executive Officer | 7187 | 139 | |
| Assure Fund Management II | Executive Officer | 6187 | 139 | |
| Tanner Ainge | Director, Executive Officer | 13 | 3 | |
| Banner Capital Management LLC | Director | 6 | 2 | |
| Ainge Advisory | Director | 2 | 2 | |
| Banner Founders LLC | Director | 5 | 1 | |
| Tyler Price | Executive Officer | 1 | 1 | |
| Mark Broadbent | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional |
| Fund Types | Private Equity |
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