Investment adviser · CRD 340434

BANYAN TREE ADVISORS PVT. LTD.

Investment adviser filing (IA)

BANGALORE, India · Form ADV filed Aug 20, 2026

Regulatory AUM: $562M
Client accounts: 2,089
Employees: 56
Advisory professionals: 21

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	2,052	$543,109,914	96.7%
Corporations & businesses	37	$18,413,352	3.3%

Filing source

Form ADV 2127105 · Aug 20, 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.

BANYAN TREE FLEXICAP FUNDOther Private Fund · Last reported Aug 20, 2026$0Gross asset value

Fund administrator HDFC BANK LIMITED MUMBAI, India Investor statements: No (provided to no investors) Related to adviser: No

Auditor KAMDAR DESAI & PATEL LLP MUMBAI, India

Custodian HDFC BANK LTD MUMBAI, India Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

HDFC BANK LTD
LEI 335800ZQ6I4E2JXENC50

Fund details & source

Fund ID: 805-5745615663
Reported beneficial owners: 0
Minimum commitment: $106K

Form ADV 2127105 · Aug 20, 2026 · 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: Aug 20, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Fixed · Performance-based

Principal office

1155, 4TH CROSS, 12TH MAIN, HAL 2ND STAGE,, INDIRA NAGAR
BANGALORE, 560038, India

CRD 340434

Filing source

Form ADV 2127105 · Aug 20, 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.