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BANYAN TREE ASSET MANAGEMENT, LLC
CRD 168384 · SEC 801-78480
21250 HAWTHORNE BLVD, SUITE 550, TORRANCE, CA, 90503-5517, United States
Phone
310-477-0111
Fax
310-477-0188
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.03B
Discretionary AUM
$1.03B
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; PERCENTAGE OF PAR/FACE AMOUNT
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $933.7M |
| Pooled investment vehicles | 1 | $98.8M |
States served
CA, MN, NY, TX
All web addresses on file
Official SEC filing: View on IAPD