Banneker Partners LLC

RIASEC Registered
Total AUM
$3.4B
Discretionary
$3.4B
100% of AUM
Avg account
$336M
Accounts
10
Employees
30
Advisory reps
2

Firm details

Headquarters
San Francisco, California
CRD number
296624
Registered since
July 30, 2020
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Banneker Partners LLC is a privately organized investment manager that operates as a limited liability company and positions itself as a private equity fund sponsor and manager for pooled vehicles. The firm is registered with the SEC, having completed registration in 2020. Its primary clients are institutional investors; it serves as sponsor, general partner, and managing member of pooled investment vehicles and performs portfolio management for those funds. Fee arrangements include percentage-of-AUM fees, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Private Funds

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Diane Attersley

    Diane Attersley

    CFO and CCOCRD 7602550

Contacts

1 of 1
  • Stephen Davis

    Stephen Davis

    Managing PartnerCRD 2946731

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
480 Pacific Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth