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| Bannerstone Capital Management LLC
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|
|---|---|
| CRD # | 147447 |
| SEC # | 801-132043 |
| CIK # | 0002083499 |
| AUM | $155.3 M (2026-03-16) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 952-249-8888 |
| Address | 328 Barry Avenue South Wayzata, MN 55391 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 5.4 | ||
| Nvidia Corp | 5.3 | ||
| Apple Inc | 5.1 | ||
| Goldman Sachs Group Inc | 3.5 | ||
| Factset Research Systems Inc | 3.0 | ||
| J P Morgan Chase & Co | 2.9 | ||
| Microsoft Corp | 2.7 | ||
| Lam Research Corp | 2.5 | ||
| Quanta Services Inc | 2.4 | ||
| Lilly Eli & Co | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Broad Creek Partners LP | 2012-03-21 | 5.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 32.4 |
| (b) Individuals (high net worth individuals) | 28 | 122.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 549 | 155.3 |
| By Discretionary | ||
| Discretionary | 549 | 155.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 549 | 155.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.3 | |
| Total | 549 | 155.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002083499] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Miller Global Investments LLC
✚
|
TX | 0.2 |
|
Eliot Rose Wealth Management LLC
✚
|
RI | 0.2 |
|
Covey Capital Advisors LLC
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|
GA | 0.2 |
|
Live Oak Wealth Advisory Group LLC
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|
TX | 0.2 |
|
American Asset Management Inc
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|
FL | 0.2 |
|
Essex Ridge Capital Group LLC
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|
MO | 0.1 |
|
Blank Equity Management LLC
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|
NY | 0.1 |
|
First Growth Capital LLC
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|
0.1 | |
|
Quantum LEAP Capital LLC
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|
VT | 0.1 |
|
Meadowbrook Wealth Management LLC
✚
|
NY | 0.1 |