BANYAN GLOBAL INVESTMENT ADVISORS, LLC
Adviser information for BANYAN GLOBAL INVESTMENT ADVISORS, LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 150 | $168.2M |
| Total | 150 | $168.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 59 | $3.0M |
| HNW Individuals | 79 | $155.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $273,186 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 10 | $9.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-107482 |
|---|---|
| SEC ERA File Number | 801-107482 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 283264 |
| Legal Entity Identifier | None |
Principal Office
2600 N MILITARY TRAILSUITE 250
BOCA RATON
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 561-847-3596, Fax: 561-847-3596
Chief Compliance Officer
KATHERINE RAMIREZ
2600 N MILITARY TRAIL
SUITE 250
BOCA RATON
FL
United States
Tel:
561-847-3596
Fax:
561-847-3596
K*******@**************M
(Full email address available in API data)
Regulatory Contact
DANIEL REICH
MANAGING MEMBER
2600 N MILITARY TRAIL
SUITE 250
BOCA RATON
FL
United States
Tel:
561-847-3596
Fax:
561-847-3596
D*****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| REICH, DANIEL, HARRY | Individual | – | MANAGING MEMBER | 03/2013 | > 75% |
| RAMIREZ, KATHERINE, NMN | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2022 | < 5% |