Banyan Capital Management Inc

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Assets, Funds, Holdings

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Banyan Capital Management Inc
CRD #108123
SEC #801-113220
CIK #0000846600, 9999999996
AUM $200.1 MM (2024-07-02)
Employees 2 (50% Investors, 0% Brokers)
Phone770-951-2129
Address2100 RiverEdge Parkway
Atlanta, GA 30328
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002001200920172025
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 ($MM)
60048036024012002019202120232025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0000846600]
Comparable Firms State AUM ($BB)
Portland Private Wealth Management Inc
OR 0.2
Cove Private Wealth LLC
NY 0.2
Great Northern Asset Management LLC
WA 0.2
True Vision MN LLC
MN 0.2
Eltekon Advisors LLC
TX 0.2
IFS Group LLC
PA 0.2
Firstrust LLC
FL 0.2
Union Heritage Capital
MI 0.2
Constitution Capital LLC
CT 0.2
The Aranda Group Advisors LLC
PA 0.2
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