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BANYAN TREE ADVISORS PVT. LTD.
CRD 340434File 801-136648
APPROVED
Retail clients
Filing as of Aug 20, 2026
Feed vintage Aug 24, 2026
Regulatory AUM
$561.5M
Above cohort median (national)
Discretionary AUM
$561.5M
Clients
2,089
2,089 accounts
Employees
56
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Aug 20, 2026
- Principal office
- 1155, 4TH CROSS, 12TH MAIN, HAL 2ND STAGE,, INDIRA NAGAR, BANGALORE, 560038
- Phone
- +91-8046428500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $561.5M
- Discretionary AUM
- $561.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,089
- Non-discretionary accounts
- 0
- Total accounts
- 2,089
- AUM per client
- $269K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 37 | $18.4M |
| Individuals (other than high net worth individuals) | 2,052 | $543.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
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 23, 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.