Investment adviser · CRD 286526

BANYAN EQUITY MANAGEMENT, LLC

Investment adviser filing (IA)

BOCA RATON, FL, United States · Form ADV filed Feb 10, 2017

Regulatory AUM
$129M
Form ADV · Item 5.F
Client accounts
3
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

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

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Feb 10, 2017. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

7284 W. PALMETTO PARK ROAD, SUITE 303
BOCA RATON, FL, 33433, United States

CRD 286526

Filing source

Form ADV 1063052 · Feb 10, 2017 · 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.