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| Happy Holidays!! thanks for using AUM13F!! |
| Banner Capital Management LLC
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| CRD # | 326949 |
| SEC # | 801-130725 |
| CIK # | |
| AUM | $523.3 M (2025-06-02) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 801-290-3333 |
| Address | 3600 Outlet Parkway Lehi, UT 84043 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Banner Print Partners LP | [2025-03-17] | 0.0 | 16.3 |
| Other | Aa-Beam Investors LLC | [2024-06-20] | 8.1 | 11.6 |
| Other | Banner Clean Partners LLC | [2024-06-20] | 35.4 | 129.1 |
| Other | Banner Manscaped Partners LLC | [2024-06-20] | 11.4 | 22.3 |
| Other | Banner OXG Partners LLC | [2024-06-20] | 3.1 | 1.6 |
| Other | Banner Premier Partners LLC | [2024-06-20] | 8.4 | 2.7 |
| Other | Banner Pura Partners LLC | [2024-06-20] | 5.1 | 6.9 |
| Other | Banner Route Partners LLC | [2024-06-20] | 6.8 | 8.8 |
| Other | Pattern Preferred Investors LLC | [2024-06-20] | 22.8 | 324.1 |
| 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 | 9 | 523.3 |
| (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 | 9 | 523.3 |
| By Discretionary | ||
| Discretionary | 9 | 523.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 523.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 523.3 | |
| Total | 9 | 523.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Assure Fund Management II | 6187 | ||
| Richard Thoms | 7034 | ||
| Tanner Ainge | 13 | ||
| Ainge Advisory | 2 | ||
| Banner Capital Management LLC | 6 | ||
| Banner Founders LLC | 5 | ||
| Tyler Price | 1 | ||
| Mark Broadbent | 1 |
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|---|---|---|
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UT | 0.5 |
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Anthemis Capital Managers Limited
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