# Banyan Tree Advisors PVT. Ltd.

> 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.

- CRD: 340434
- Filed as: BANYAN TREE ADVISORS PVT. LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bangalore, India
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340434
- AdvisorCensus page: https://advisorcensus.com/firm/banyan-tree-advisors-pvt-ltd-bangalore-340434

## Quick answers

**How is Banyan Tree Advisors PVT. Ltd. compensated?**
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.

**Where is Banyan Tree Advisors PVT. Ltd. located?**
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).

**Is Banyan Tree Advisors PVT. Ltd. registered with the SEC or a state?**
Banyan Tree Advisors PVT. Ltd. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340434.

**How much does Banyan Tree Advisors PVT. Ltd. manage?**
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).

**What types of clients does Banyan Tree Advisors PVT. Ltd. serve?**
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).

**Which custodians does Banyan Tree Advisors PVT. Ltd. use?**
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.

**Does Banyan Tree Advisors PVT. Ltd. 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/340434

**What changed in Banyan Tree Advisors PVT. Ltd.'s recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- HDFC Bank Ltd.

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: $561,523,266
- Discretionary: $561,523,266
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,052 | $543,109,914 |
| Corporations or other businesses not listed above | 37 | $18,413,352 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 56 total, 21 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, MI, NJ, NY, PA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Mumbai

### Websites listed on Form ADV (Item 1.I)
- [banyantreeadvisors.com](https://banyantreeadvisors.com)
- LinkedIn @banyan-tree-advisors-pvt-ltd

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Banyan Tree Advisors PVT. Ltd. (CRD 340434): Form ADV filing data as of October 2026.