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Banyan Capital Management Inc
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CRD # | 108123 |
SEC # | 801-113220 |
CIK # | 0000846600, 9999999996 |
AUM | $200.1 MM (2024-07-02) |
Employees | 2 (50% Investors, 0% Brokers) |
Phone | 770-951-2129 |
Address | 2100 RiverEdge Parkway Atlanta, GA 30328 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
CI | 84,461.4 | 17.6 | |
MKL | 17,609.0 | 17.0 | |
VNT | 3,717.6 | 15.0 | |
AAPL | 2,382,844.0 | 13.3 | |
PH | 32,093.0 | 12.2 | |
KMX | 15,067.5 | 9.7 | |
CHTR | 93,645.1 | 9.5 | |
AXP | 107,077.6 | 8.3 | |
HSIC | 10,494.6 | 8.0 | |
DHR | 183,136.1 | 5.9 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 51 | 19.6 |
(b) Individuals (high net worth individuals) | 45 | 164.5 |
(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 | 1 | 15.9 |
(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 | 265 | 200.1 |
By Discretionary | ||
Discretionary | 265 | 200.1 |
Non-Discretionary | 0 | 0.0 |
Total | 265 | 200.1 |
By Non-United States Persons | ||
Non-United States Persons | 1.5 | |
United States Persons | 198.6 | |
Total | 265 | 200.1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0000846600] |
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Portland Private Wealth Management Inc
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OR | 0.2 |
Cove Private Wealth LLC
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NY | 0.2 |
Great Northern Asset Management LLC
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WA | 0.2 |
True Vision MN LLC
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MN | 0.2 |
Eltekon Advisors LLC
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TX | 0.2 |
IFS Group LLC
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PA | 0.2 |
Firstrust LLC
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FL | 0.2 |
Union Heritage Capital
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|
MI | 0.2 |
Constitution Capital LLC
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CT | 0.2 |
The Aranda Group Advisors LLC
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|
PA | 0.2 |