Investment adviser · CRD 147447

BANNERSTONE CAPITAL

Investment adviser filing (IA)

BANNERSTONE CAPITAL MANAGEMENT, LLC

WAYZATA, MN, United States · Form ADV filed Mar 16, 2026

Regulatory AUM
$155M
Form ADV · Item 5.F
Client accounts
549
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals28$122,896,86079.1%
Individuals78$32,446,84020.9%
Filing source

Form ADV 2073669 · Mar 16, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BROAD CREEK PARTNERS LPHedge Fund · Last reported Feb 24, 2017$5MGross asset value
Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No
Prime broker NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States
Provider details
Annual audit
No
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740

Fund details & source
Fund ID
805-3884663156
Reported beneficial owners
5
Minimum commitment
$1M

Form ADV 1079067 · Feb 24, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 16, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

328 BARRY AVENUE SOUTH, SUITE 210
WAYZATA, MN, 55391, United States

CRD 147447

Filing source

Form ADV 2073669 · Mar 16, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.