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| Banyan Tree Asset Management LLC
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|
|---|---|
| CRD # | 168384 |
| SEC # | 801-78480 |
| CIK # | |
| AUM | $1.0 B (2026-04-30) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 310-477-0111 |
| Address | 21250 Hawthorne Blvd Torrance, CA 90503-5517 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 46 | 933.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 98.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 98 | 1,032.5 |
| By Discretionary | ||
| Discretionary | 98 | 1,032.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 98 | 1,032.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,032.5 | |
| Total | 98 | 1,032.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
GR Financial Group LLC
✚
|
AZ | 1.1 |
|
Jamison Private Wealth Management Inc
✚
|
GA | 1.1 |
|
Southern Financial Group LLC
✚
|
AL | 1.1 |
|
RPG Investment Advisory LLC
✚
|
CA | 1.0 |
|
Sterling Investment Counsel LLC
✚
|
NY | 1.0 |
|
Vestwell Advisors LLC
✚
|
NY | 1.0 |
|
Cardinal Capital Management Inc
✚
|
NC | 1.0 |
|
Capital Investment Counsel Inc
✚
|
NC | 1.0 |
|
Pettyjohn Wood & White Inc
✚
|
VA | 1.0 |
|
Greatmark Investment Partners Inc
✚
|
GA | 1.0 |