Banyan Tree Asset Management, LLC

Overview

Banyan Tree Asset Management, LLC is a non-independent retail registered investment adviser formed as an LLC and SEC-registered in 2013. The firm serves both individual/family and institutional clients, with a stated advisory focus on portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management and other fee types. Banyan Tree is not set up as a capital allocator, does not identify as an active ESG investor, and is not a multistate adviser. The firm reports an industry affiliation with a broker-dealer.

Assets & Accounts

Investments & Alternatives