BANNER OAK CAPITAL PARTNERS, LP

RIASEC RegisteredEst. 2016
Total AUM
$4.5B
Discretionary
$4.5B
100% of AUM
Avg account
$495M
Accounts
9
Employees
9
Advisory reps
5

Firm details

Headquarters
DALLAS, Texas
CRD number
284367
Registered since
July 22, 2016
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Banner Oak Capital Partners, LP is a limited partnership that manages pooled real estate investment vehicles for institutional clients. Registered as an SEC adviser in 2016, the firm serves as sponsor, general partner and managing member of its funds rather than acting as a capital allocator to third-party managers. Advisory activity is focused on portfolio management for closed-end pooled vehicles; the firm's compensation includes a percentage-of-AUM component and performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser, reflecting a concentrated operational footprint and a narrow product focus centered on private real estate strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

2 of 2
  • MARK MCCLANAHAN

    Chief Financial OfficerCRD 6027209

  • DON THORNTON

    Chief Compliance OfficerCRD 6685738

Contacts

3 of 3
  • Colin Neblett

    PartnerCRD 6715157

  • PATRICIA GIBSON

    Founding PrincipalCRD 6027208

  • Aaron Murff

    PartnerCRD 6715156

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

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
5950 Sherry Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth