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Building 2BANYAN TREE ASSET MANAGEMENT, LLC

Map pinTORRANCE, CA
Phone310-477-0111
NotebookSEC #801-78480
Total AUM
$1B
Employees
5
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21250 HAWTHORNE BLVD
SUITE 550
TORRANCE
CA 90503-5517
United States
Operating Hours
6:00 AM TO 3:00 PM
Monday - Friday
Phone
310-477-0111

ReceiptFinancials

Total AUM
$1B
Accounts
98
Discretionary
$1B
Accounts
98
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
46
AUM
$933.7M
Pooled Vehicle Clients
1
AUM
$98.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF PAR/FACE AMOUNT

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMNNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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