BANYAN TREE ASSET MANAGEMENT, LLC

Overview

Banyan Tree Asset Management, LLC is an SEC-registered investment adviser organized as an LLC and first registered in 2013. The firm serves both individual/family and institutional clients, with advisory work focused on portfolio management for individuals and small businesses. Its compensation model includes a percentage-of-assets-under-management fee and other fee arrangements. The firm is not flagged as an active ESG investor, does not operate as a multi-state adviser, and is not identified as a capital allocator or pension consultant. Industry affiliation records list a broker-dealer connection.

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Investments & Alternatives

Location & Offices