BANNER RIDGE PARTNERS

RIASEC RegisteredEst. 2019
Total AUM
$15.3B
Discretionary
$15.3B
100% of AUM
Avg account
$451M
Accounts
34
Employees
27
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
304928
Registered since
August 12, 2019
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Banner Ridge Partners is a limited partnership that operates as a private equity fund manager and alternative asset allocator for institutional clients. Formed in 2019 and controlled by domestic entity and individual ownership, the firm acts as a fund sponsor and managing member of pooled investment vehicles and delivers portfolio management for investment companies and pooled vehicles. It also performs commodity pool operator/commodity trading advisor (CPO/CTA) activities and provides pension consulting services. The firm’s investment emphasis is on closed-end private funds and direct alternative investments, with private equity accounting for the largest allocation by assets. Fee arrangements include traditional percentage-of-AUM charges together with performance-based fees and other customized structures appropriate to institutional mandates. Banner Ridge is not characterized as an active ESG investor and is organized to manage pooled vehicles from a centralized platform rather than through a broad retail advisory network.

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

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Client base

Client personas

Contacts

3 of 3
  • ANTHONY CUSANO

    Managing PartnerCRD 5420694

  • CHRISTOPHER DRIESSEN

    PartnerCRD 5596389

  • SCOTT HALPER

    PartnerCRD 6558241

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
641 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth