RIA Intel›Advisers›Florida›BANYAN PARTNERS, LLC

BANYAN PARTNERS, LLC

Advisory

N·PALM BEACH GARDENS, FL

Data as of Oct 27, 2014 · Source: SEC Form ADV

Total AUM

$4.6B

1-Year AUM Growth

+5.7%

3-Year CAGR

+67.0%

Employees

24

Assets Under Management

Total AUM$4.6B

Discretionary AUM$3.7B

Non-Discretionary AUM$869M

Discretionary %81%

Total Clients—

Team

Total Employees24

Investment Advisers90

Employee Growth (1Y)—

Filing History

Total Filings on Record45

First FilingAug 8, 2006

Latest FilingOct 27, 2014

🔒 Full AUM trend chart and 45 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BANYAN PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.