BANNER CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2024
Total AUM
$619M
Discretionary
$619M
100% of AUM
Avg account
$103M
Accounts
6
Employees
7
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Bianca Bonus

    Chief Financial OfficerCRD 8057702

  • Tanner Ainge

    Chief Executive OfficerCRD 7770329

Contacts

1 of 1
  • Mark Broadbent

    Vice PresidentCRD 7770332

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth