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| Happy Holidays!! thanks for using AUM13F!! |
| Banner Oak Capital Partners LP
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| CRD # | 284367 |
| SEC # | 801-108175 |
| CIK # | |
| AUM | $4.8 B (2025-03-27) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 214-466-8860 |
| Address | 5950 Sherry Lane Dallas, TX 75225 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Banner Oak BOV UK LP | [2022-03-29] | 50.0 | 0.2 |
| RE | Banner Oak BOV LP | [2020-03-23] | 148.5 | 0.0 |
| RE | Banner Oak Industrial Acquisitions Venture LP | [2020-03-23] | 100.0 | 0.2 |
| RE | Banner Oak Industrial Development Venture II LP | [2020-03-23] | 380.0 | 43.9 |
| RE | Banner Oak Multifamily Venture II LP | [2020-03-23] | 200.0 | 433.7 |
| RE | Banner Oak Investment Fund LP | [2019-03-25] | 500.0 | 292.6 |
| RE | Banner Oak Multifamily Enhanced Core Venture LP | [2019-03-25] | 200.0 | 325.1 |
| RE | Banner Oak Operating Company Fund LP | [2019-03-25] | 300.0 | 29.7 |
| RE | Banner Oak Enhanced Core Venture LP | [2018-03-27] | 200.0 | 3,379.3 |
| RE | Banner Oak Core Venture LP | [2017-09-26] | 100.0 | 288.2 |
| RE | Banner Oak Multifamily Venture LP | [2017-09-26] | 100.0 | 1.5 |
| RE | Banner Oak Industrial Development Venture LP | [2017-03-30] | 300.0 | 5.2 |
| RE | Akard Street Holdings LP | 2016-10-07 | 19.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 10 | 4.8 |
| (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 | 10 | 4.8 |
| By Discretionary | ||
| Discretionary | 10 | 4.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 10 | 4.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Patricia Gibson | 11 | |||
| Geoffrey Osborn | 7 | |||
| Aaron Murff | 6 | |||
| Colin Neblett | 6 | |||
| Banner Oak Capital GP | 1 | |||
| Banner Oak OCF GP LLC | 1 | |||
| Banner Oak MECV GP LLC | 1 | |||
| Banner Oak BOV UK GP | 1 | |||
| Banner Oak IDV GP LLC | 1 | |||
| Banner Oak BOV GP LLC | 1 | |||
| View All | ||||
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