# Banner Ridge Partners

> 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.

- CRD: 304928
- Filed as: BANNER RIDGE PARTNERS
- Legal name: Banner Ridge Partners, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304928
- AdvisorCensus page: https://advisorcensus.com/firm/banner-ridge-partners-new-york-ny-304928

## Quick answers

**How is Banner Ridge Partners compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Banner Ridge Partners located?**
Banner Ridge Partners' principal office is in New York, NY, according to its Form ADV.

**Is Banner Ridge Partners registered with the SEC or a state?**
Banner Ridge Partners is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304928.

**How much does Banner Ridge Partners manage?**
Banner Ridge Partners reports $15,322,686,309 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (100% discretionary).

**How have Banner Ridge Partners' assets and staff changed since 2021?**
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.

**What types of clients does Banner Ridge Partners serve?**
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).

**Does Banner Ridge Partners report any disciplinary disclosures?**
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

**What changed in Banner Ridge Partners' recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $15,322,686,309
- Discretionary: $15,322,686,309
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 34 | $15,322,686,309 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 27 total, 19 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bannerridge.com](https://bannerridge.com)
- LinkedIn @bannerridge

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,217,668,324 | 10 | March 31, 2021 |
| October 2022 | $3,245,882,066 | 11 | March 31, 2022 |
| October 2023 | $4,249,249,421 | 19 | April 11, 2023 |
| October 2024 | $7,265,526,950 | 21 | July 3, 2024 |
| October 2025 | $8,455,819,399 | 25 | March 28, 2025 |
| October 2026 | $15,322,686,309 | 27 | July 13, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Banner Ridge Partners (CRD 304928): Form ADV filing data as of October 2026.