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BANYAN TREE ASSET MANAGEMENT, LLC
CRD 168384File 801-78480
APPROVED
Retail clients
Filing as of Apr 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.03B
Above cohort median (national)
Discretionary AUM
$1.03B
Clients
47
98 accounts
Employees
5
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 22, 2013
- Principal office
- 21250 HAWTHORNE BLVD, SUITE 550, TORRANCE, CA, 90503-5517
- Phone
- 310-477-0111
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.03B
- Discretionary AUM
- $1.03B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 98
- Non-discretionary accounts
- 0
- Total accounts
- 98
- AUM per client
- $22.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $933.7M |
| Pooled investment vehicles | 1 | $98.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERCENTAGE OF PAR/FACE AMOUNT
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.