{
  "crd_number": 304928,
  "slug": "banner-ridge-partners-new-york-ny-304928",
  "primary_business_name": "BANNER RIDGE PARTNERS",
  "legal_name": "BANNER RIDGE PARTNERS, LP",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-08-12",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-07-13",
  "carried_forward": false,
  "raum_total": 15322686309.0,
  "raum_discretionary": 15322686309.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 27,
  "advisory_employees": 19,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "state_municipal": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": null,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 15322686309.0,
      "count": 34
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://bannerridge.com",
    "https://linkedin.com/company/bannerridge/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304928",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/banner-ridge-partners-new-york-ny-304928",
  "display_name": "Banner Ridge Partners",
  "summary": "Banner Ridge Partners is an SEC-registered investment advisory firm in New York, NY, registered since 2019, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 13, 2026.",
  "citation": "AdvisorCensus. Banner Ridge Partners (CRD 304928): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Banner Ridge Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Banner Ridge Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other."
    },
    {
      "q": "Where is Banner Ridge Partners located?",
      "a": "Banner Ridge Partners' principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Banner Ridge Partners registered with the SEC or a state?",
      "a": "Banner Ridge Partners is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304928."
    },
    {
      "q": "How much does Banner Ridge Partners manage?",
      "a": "Banner Ridge Partners reports $15,322,686,309 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (100% discretionary)."
    },
    {
      "q": "How have Banner Ridge Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Banner Ridge Partners: Regulatory assets under management: $1,217,668,324 in the October 2021 data and $15,322,686,309 in the October 2026 data, up 1158%. Total employees: 10 in October 2021 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Banner Ridge Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (34); investment companies (1)."
    },
    {
      "q": "Does Banner Ridge Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304928"
    },
    {
      "q": "What changed in Banner Ridge Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 18 to 19. Regulatory assets under management went from $8,455,819,399 to $15,322,686,309 (+81%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1217668324.0,
      "total_employees": 10,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3245882066.0,
      "total_employees": 11,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 4249249421.0,
      "total_employees": 19,
      "filing_date": "2023-04-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 7265526950.0,
      "total_employees": 21,
      "filing_date": "2024-07-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 8455819399.0,
      "total_employees": 25,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 15322686309.0,
      "total_employees": 27,
      "filing_date": "2026-07-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 18 to 19.",
        "Regulatory assets under management went from $8,455,819,399 to $15,322,686,309 (+81%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/banner-ridge-partners-new-york-ny-304928.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 34,
      "fewer_than_5": false,
      "raum": 15322686309.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304928",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}