BANNER OAK CAPITAL PARTNERS, LP
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 284367
- Registered since
- July 22, 2016
- Website
- www.banneroak.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
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 2MARK MCCLANAHAN
Chief Financial OfficerCRD 6027209
DON THORNTON
Chief Compliance OfficerCRD 6685738
Contacts
3 of 3Colin Neblett
PartnerCRD 6715157
PATRICIA GIBSON
Founding PrincipalCRD 6027208
Aaron Murff
PartnerCRD 6715156
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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