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| Banyan Global Investment Advisors LLC
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|---|---|
| CRD # | 283264 |
| SEC # | 801-107482 |
| CIK # | |
| AUM | 162.1 M (2026-03-30) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 561-847-3596 |
| Address | 6001 Broken Sound Parkway NW Boca Raton, FL 33487 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 5.7 |
| (b) Individuals (high net worth individuals) | 61 | 151.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (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 | 9 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 250 | 162.1 |
| By Discretionary | ||
| Discretionary | 225 | 161.9 |
| Non-Discretionary | 25 | 0.2 |
| Total | 250 | 162.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.1 | |
| Total | 250 | 162.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dedicated Capital Advisors LLC
✚
|
CA | 162.5 M |
|
Taurus Financial LLC
✚
|
NJ | 162.5 M |
|
Tempered Investment Management Ltd
✚
|
162.4 M | |
|
Bestgate Wealth Advisors LLC
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|
MD | 162.4 M |
|
JOSS Brown Wealth Advisors Group LLC
✚
|
VA | 162.4 M |
|
Wolfstich Capital LLC
✚
|
MA | 162.1 M |
|
Shepherd Wealth Management Limited Liability Company
✚
|
OH | 162.1 M |
|
Ironoak Wealth LLC
✚
|
TX | 162.0 M |
|
Confidential Management Advisors Inc
✚
|
MI | 161.9 M |
|
Williams Garth Alan
✚
|
161.8 M |