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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Banyan Tree Asset Management LLC
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|---|---|
| CRD # | 168384 |
| SEC # | 801-78480 |
| CIK # | |
| AUM | $1.0 B (2025-04-30) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 310-477-0111 |
| Address | 21250 Hawthorne Blvd Torrance, CA 90503-5517 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 43 | 918.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 95.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 89 | 1,013.7 |
| By Discretionary | ||
| Discretionary | 89 | 1,013.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 89 | 1,013.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,013.7 | |
| Total | 89 | 1,013.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Academy Capital Management
✚
|
TX | 1.0 |
|
Chemistry Wealth Management LLC
✚
|
NY | 1.0 |
|
Cohen Capital Management Inc
✚
|
CA | 1.0 |
|
Verus Financial Partners Inc
✚
|
VA | 1.0 |
|
Barton Investment Management LLC
✚
|
PA | 1.0 |
|
Financial Perspectives Inc
✚
|
MN | 1.0 |
|
Smith Brothers Financial LLC
✚
|
CT | 1.0 |
|
McGowan Group Asset Management Inc
✚
|
TX | 1.0 |
|
Enclave Advisors LLC
✚
|
TX | 1.0 |
|
GR Financial Group LLC
✚
|
AZ | 1.0 |