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BANNER RIDGE PARTNERS
Legal name: BANNER RIDGE PARTNERS, LP
CRD 304928File 801-117167
APPROVED
Custody
Filing as of Jul 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$15.32B
Top 10% of cohort (national)
Discretionary AUM
$15.32B
Clients
35
34 accounts
Employees
27
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 12, 2019
- Principal office
- 641 LEXINGTON AVE, FLOOR 31, NEW YORK, NY, 10022
- Phone
- (212) 301-7135
- Website
- https://www.bannerridge.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.32B
- Discretionary AUM
- $15.32B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 34
- Non-discretionary accounts
- 0
- Total accounts
- 34
- AUM per client
- $437.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | Not reported |
| Pooled investment vehicles | 34 | $15.32B |
| State or municipal government entities | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CONSULTING FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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 | Employees | 25 | 27 | increased by2 |
| Apr 1, 2026 | Clients | 24 | 35 | increased by11 |
| Apr 1, 2026 | AUM | $8,455,819,399 | $15,322,686,309 | increased by$6,866,866,910 |
| Apr 1, 2026 | Accounts | 24 | 34 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 25 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 14 | 24 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,245,882,066 | $8,455,819,399 | increased by$5,209,937,333 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 14 | 24 | increased by10 |
| Apr 1, 2022 | AUM | $2,640,631,280 | $3,245,882,066 | increased by$605,250,786 |
| Dec 1, 2021 | Employees | 10 | 11 | increased by1 |
| Dec 1, 2021 | Clients | 8 | 14 | increased by6 |
| Dec 1, 2021 | AUM | $1,217,668,324 | $2,640,631,280 | increased by$1,422,962,956 |
| Dec 1, 2021 | Accounts | 8 | 14 | increased by6 |
| 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 “BANNER RIDGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BANNER RIDGE” 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.