Banner Capital Management, LLC
Firm details
- Headquarters
- Lehi, Utah
- CRD number
- 326949
- Registered since
- July 19, 2024
- Website
- bannercap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Banner Capital Management, LLC is a privately held limited liability company that operates as a private equity manager and advisor to pooled investment vehicles. The firm is SEC-registered as of 2024 and serves institutional clients. Ownership is held by an individual, and Banner functions in sponsor and general partner capacities for the funds it manages. Its advisory work focuses on portfolio management for pooled vehicles rather than serving as a broad capital allocator or pension consultant. Banner does not position itself as an active ESG investor and is not registered as a multi-state adviser. Fee arrangements combine asset-based charges with performance-linked compensation, a structure aligned with private equity-style fund economics. The firm reports it does not have related-adviser status and is not classified as a newly formed adviser despite the recent SEC registration.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Bianca Bonus
Chief Financial OfficerCRD 8057702
Tanner Ainge
Chief Executive OfficerCRD 7770329
Contacts
1 of 1Mark Broadbent
Vice PresidentCRD 7770332
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lehi, UT
Utah
Location
Lehi, UT
Headquartered in Lehi, UT, in the West of the United States.
- Region
- West
- County
- Utah
- Address
- 3600 N Outlet Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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