BANNER CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- LEHI, Utah
- CRD number
- 326949
- Registered since
- July 19, 2024
- 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 manager of pooled private equity vehicles. The firm is SEC-registered as of 2024 and is structured with individual ownership. Its stated client base is institutional, and its advisory activity centers on portfolio management for pooled investment vehicles. Banner also serves as a sponsor/GP/managing member of those pooled vehicles, which positions it to originate and manage closed-end private equity funds. Fee arrangements combine a percentage-of-AUM component with performance-based fees, consistent with typical private equity economics. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser or a capital allocator in the provided data.
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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