Investment adviser · CRD 141398

BANYAN PARTNERS, LLC

Investment adviser filing (IA)

PALM BEACH GARDENS, FL, United States · Form ADV filed Oct 27, 2014

Regulatory AUM
$4.58B
Form ADV · Item 5.F
Client accounts
5,392
Accounts, not individual clients
Employees
90
Reported in this filing
Advisory professionals
24
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.

This filing answers No to private funds.

Services & filing details

Most recent filing: Oct 27, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

11376 N JOG ROAD, SUITE 101
PALM BEACH GARDENS, FL, 33418, United States

CRD 141398

Filing source

Form ADV 851442 · Oct 27, 2014 · 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.