# Banyan Tree Asset Management, LLC

> Banyan Tree Asset Management, LLC is an SEC-registered investment advisory firm in Torrance, CA, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 168384
- Filed as: BANYAN TREE ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Torrance, CA
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168384
- AdvisorCensus page: https://advisorcensus.com/firm/banyan-tree-asset-management-llc-torrance-ca-168384

## Quick answers

**How is Banyan Tree Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Banyan Tree Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Banyan Tree Asset Management, LLC located?**
Banyan Tree Asset Management, LLC's principal office is in Torrance, CA, according to its Form ADV.

**Is Banyan Tree Asset Management, LLC registered with the SEC or a state?**
Banyan Tree Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168384.

**How much does Banyan Tree Asset Management, LLC manage?**
Banyan Tree Asset Management, LLC reports $1,032,525,505 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**How have Banyan Tree Asset Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Banyan Tree Asset Management, LLC: Regulatory assets under management: $1,076,015,734 in the October 2021 data and $1,032,525,505 in the October 2026 data, down 4%. Total employees: 5 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 Tree Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (46); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Banyan Tree Asset Management, LLC use?**
Banyan Tree Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Banyan Tree Asset Management, LLC 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/168384

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions 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: $1,032,525,505
- Discretionary: $1,032,525,505
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 46 | $933,717,437 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $98,808,068 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MN, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- banyantree-llc.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,076,015,734 | 5 | March 29, 2021 |
| October 2022 | $1,059,289,322 | 5 | March 31, 2022 |
| October 2023 | $1,038,584,076 | 5 | June 29, 2023 |
| October 2024 | $1,059,168,309 | 5 | March 27, 2024 |
| October 2025 | $1,013,708,995 | 5 | April 30, 2025 |
| October 2026 | $1,032,525,505 | 5 | April 30, 2026 |

Regulatory assets under management: $1,076,015,734 in the October 2021 data and $1,032,525,505 in the October 2026 data, down 4%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Banyan Tree Asset Management, LLC (CRD 168384): Form ADV filing data as of October 2026.