RIA Intel›Advisers›Texas›BANNER OAK CAPITAL PARTNERS, LP

BANNER OAK CAPITAL PARTNERS, LP

Advisory

N·DALLAS, TX

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$4.5B
1-Year AUM Growth
-5.2%
3-Year CAGR
+17.9%
Employees
6
Assets Under Management
Total AUM$4.5B
Discretionary AUM$4.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees6
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record15
First FilingJul 19, 2016
Latest FilingMar 26, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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