|
⚲
|
| Banyan Tree Asset Management LLC
✚
|
|
|---|---|
| CRD # | 168384 |
| SEC # | 801-78480 |
| CIK # | |
| AUM | $1.0 BB (2023-03-17) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 310-477-0111 |
| Address | 21250 Hawthorne Blvd Torrance, CA 90503-5517 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.7 |
| (b) Individuals (high net worth individuals) | 42 | 1,037.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 85 | 1,038.6 |
| By Discretionary | ||
| Discretionary | 85 | 1,038.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 85 | 1,038.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,038.6 | |
| Total | 85 | 1,038.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Asset Advisors Investment Management LLC
✚
|
GA | 1.1 |
|
Healthequity Advisors LLC
✚
|
UT | 1.1 |
|
Sheaff Brock Investment Advisors LLC
✚
|
IN | 1.0 |
|
Mill Capital Management LLC
✚
|
NC | 1.0 |
|
Abbrea Capital LLC
✚
|
CA | 1.0 |
|
Redswan PC Inc
✚
|
TX | 1.0 |
|
Patton Albertson Miller Group LLC
✚
|
TN | 1.0 |
|
Professional Advisory Services Inc
✚
|
FL | 1.0 |
|
Rossmore Private Capital LLC
✚
|
CT | 1.0 |
|
Baldwin Investment Management LLC
✚
|
PA | 1.0 |