← Directory
BANYAN TREE ASSET MANAGEMENT, LLC
CRD 168384File 801-78480
APPROVED
Retail clients
Filing as of Apr 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 44 | 47 | increased by3 |
| Apr 1, 2026 | AUM | $1,013,708,995 | $1,032,525,505 | increased by$18,816,510 |
| Apr 1, 2026 | Accounts | 89 | 98 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 40 | 44 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,059,289,322 | $1,013,708,995 | decreased by$45,580,327 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 92 | 89 | decreased by3 |
| Apr 1, 2022 | Clients | 38 | 40 | increased by2 |
| Apr 1, 2022 | AUM | $1,076,015,734 | $1,059,289,322 | decreased by$16,726,412 |
| Apr 1, 2022 | Accounts | 94 | 92 | decreased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BANYAN TREE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BANYAN TREE” may also match similarly-named firms). Confirm identity against each filing.
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.