Banyan Partners LLC

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Banyan Partners LLC
CRD #141398
SEC #801-67092
CIK #0001483499
AUM
Employees
Phone561-694-0499
Address124 Via Mariposa
Palm Beach Gardens, FL 33418
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
5.04.03.02.01.00.02005201120182025
CIK Period
0001483499
Sector Form 13F Holdings Value ($M)
Apple Inc 49.1
General Electric Co 27.7
J P Morgan Chase & Co 23.4
Wells Fargo & Co/MN 20.9
Schlumberger Ltd /NV/ 20.7
International Business Machines Corp 20.3
Qualcomm Inc/DE 20.3
Microsoft Corp 19.6
Johnson & Johnson 13.6
Home Depot Inc 13.5
Chevron Corp 13.5
Occidental Petroleum Corp /DE/ 12.7
Cisco Systems Inc 12.6
Walt Disney Co 12.5
Merck & Co Inc 12.5
Berkshire Hills Bancorp Inc 12.2
DowDupont Inc 11.3
American International Group Inc 11.1
Starbucks Corp 10.6
Markel Corp 10.5
Conocophillips 10.5
Pfizer Inc 10.2
Visa Inc 10.1
 
 
 
 
 
 
 
 
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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 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 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001483499]
Firm Profile (Form ADV)
Discretionary AUM$3.7B
ServesInstitutional, Retail
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tony@aum13f.com