# Banyan Alpha Investment L.P.

> Banyan Alpha Investment L.P. is an SEC-registered investment advisory firm in South San Francisco, CA, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 311857
- Filed as: BANYAN ALPHA INVESTMENT L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: South San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311857
- AdvisorCensus page: https://advisorcensus.com/firm/banyan-alpha-investment-l-p-south-san-francisco-ca-311857

## Quick answers

**How is Banyan Alpha Investment L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), Banyan Alpha Investment L.P. reports these compensation arrangements: performance-based fees; other.

**How much does Banyan Alpha Investment L.P. charge?**
Its Form ADV Part 2A brochure dated March 19, 2026 states: Asset-based fee: 0.75% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Banyan Alpha Investment L.P. located?**
Banyan Alpha Investment L.P.'s principal office is in South San Francisco, CA, according to its Form ADV.

**Is Banyan Alpha Investment L.P. registered with the SEC or a state?**
Banyan Alpha Investment L.P. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311857.

**How much does Banyan Alpha Investment L.P. manage?**
Banyan Alpha Investment L.P. reports $751,940,092 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**How have Banyan Alpha Investment L.P.'s assets and staff changed since 2021?**
In the Form ADV data for Banyan Alpha Investment L.P.: Regulatory assets under management: $150,000,000 in the October 2021 data and $751,940,092 in the October 2026 data, up 401%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Banyan Alpha Investment L.P. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4); corporations or other businesses not listed above (2).

**Which custodians does Banyan Alpha Investment L.P. use?**
Banyan Alpha Investment L.P.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs & Co. LLC and J.P. Morgan Securities LLC as custodians holding 10% or more of its separately managed account assets.

**Does Banyan Alpha Investment L.P. 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/311857

**What changed in Banyan Alpha Investment L.P.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $433,900,000 to $751,940,092 (+73%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Asset-based fee: 0.75% to 2% a year (a range, as the brochure states it)

> The management fees for Clients are set forth in the IMAs and or governing documents of each Client . The management fees range from 0.75% to 2% and are generally paid monthly in advance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs & Co. LLC
- J.P. Morgan Securities LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $751,940,092
- Discretionary: $751,940,092
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $270,782,609 |
| Corporations or other businesses not listed above | 2 | $481,157,483 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [banyanalpha.com](https://banyanalpha.com)
- LinkedIn @banyan-alpha-investment-lp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $150,000,000 | 4 | June 9, 2021 |
| October 2022 | $471,100,000 | 5 | August 1, 2022 |
| October 2023 | $225,352,985 | 5 | July 31, 2023 |
| October 2024 | $223,308,834 | 5 | June 14, 2024 |
| October 2025 | $433,900,000 | 5 | July 21, 2025 |
| October 2026 | $751,940,092 | 5 | March 19, 2026 |

Regulatory assets under management: $150,000,000 in the October 2021 data and $751,940,092 in the October 2026 data, up 401%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $433,900,000 to $751,940,092 (+73%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Banyan Alpha Investment L.P. (CRD 311857): Form ADV filing data as of October 2026.