{
  "crd_number": 340434,
  "slug": "banyan-tree-advisors-pvt-ltd-bangalore-340434",
  "primary_business_name": "BANYAN TREE ADVISORS PVT. LTD.",
  "legal_name": "BANYAN TREE ADVISORS PVT. LTD.",
  "dbas": [],
  "city": "Bangalore",
  "state": null,
  "country": "India",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-08-20",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-20",
  "carried_forward": false,
  "raum_total": 561523266.0,
  "raum_discretionary": 561523266.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 56,
  "advisory_employees": 21,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 543109914.0,
      "count": 2052
    },
    "corporations_other_businesses": {
      "raum": 18413352.0,
      "count": 37
    }
  },
  "compensation_types": [
    "fixed",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "IL",
    "MI",
    "NJ",
    "NY",
    "PA",
    "TX",
    "WA"
  ],
  "websites": [
    "https://banyantreeadvisors.com",
    "https://linkedin.com/company/banyan-tree-advisors-pvt-ltd"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340434",
  "city_as_filed": "BANGALORE",
  "url": "https://advisorcensus.com/firm/banyan-tree-advisors-pvt-ltd-bangalore-340434",
  "display_name": "Banyan Tree Advisors PVT. Ltd.",
  "summary": "Banyan Tree Advisors PVT. Ltd. is an SEC-registered investment advisory firm in Bangalore, India, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 20, 2026.",
  "citation": "AdvisorCensus. Banyan Tree Advisors PVT. Ltd. (CRD 340434): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Banyan Tree Advisors PVT. Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Banyan Tree Advisors PVT. Ltd. reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Banyan Tree Advisors PVT. Ltd. located?",
      "a": "Banyan Tree Advisors PVT. Ltd.'s principal office is in Bangalore, India, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Banyan Tree Advisors PVT. Ltd. registered with the SEC or a state?",
      "a": "Banyan Tree Advisors PVT. Ltd. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340434."
    },
    {
      "q": "How much does Banyan Tree Advisors PVT. Ltd. manage?",
      "a": "Banyan Tree Advisors PVT. Ltd. reports $561,523,266 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Banyan Tree Advisors PVT. Ltd. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,052); corporations or other businesses not listed above (37)."
    },
    {
      "q": "Which custodians does Banyan Tree Advisors PVT. Ltd. use?",
      "a": "Banyan Tree Advisors PVT. Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists HDFC Bank Ltd. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Banyan Tree Advisors PVT. Ltd. 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/340434"
    },
    {
      "q": "What changed in Banyan Tree Advisors PVT. Ltd.'s recent Form ADV filings?",
      "a": "In the September 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "HDFC Bank Ltd.",
      "name_as_filed": "HDFC BANK LTD.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/banyan-tree-advisors-pvt-ltd-bangalore-340434.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2052,
      "fewer_than_5": false,
      "raum": 543109914.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 37,
      "fewer_than_5": false,
      "raum": 18413352.0
    }
  ],
  "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/340434",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}