BANNER RIDGE PARTNERS
BANNER RIDGE PARTNERS, LP Legal Name
Adviser information for BANNER RIDGE PARTNERS last updated from Form ADV on March 28th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 21 |
|---|---|
| Investment Advisory/Research | 15 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 24 | $7.3B |
| Non-Discretionary | 0 | $0 |
| Total | 24 | $7.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 24 | $7.3B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 25 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPension consulting services |
|---|---|
| Compensation | % of AUMPerformance-based feesCONSULTING FEES |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-117167 |
|---|---|
| SEC ERA File Number | 801-117167 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 304928 |
| Legal Entity Identifier | 254900NL4PALWW731J06 |
Principal Office
641 LEXINGTON AVEFLOOR 27
NEW YORK
NY
United States
Monday - Friday, 9:00 AM - 5:30 PM
Tel: (212) 301-7135, Fax: None
Chief Compliance Officer
SCOTT HALPER
PARTNER
641 LEXINGTON AVENUE
FLOOR 18
NEW YORK
NY
United States
Tel:
(212) 239-3210
S******@**************M
(Full email address available in API data)
Regulatory Contact
IQ EQ FUND SERVICES
CONSULTANT
2777 N STEMMONS FREEWAY
SUITE 1425
DALLAS
TX
United States
Tel:
(888) 604-2583
C*********@***********************M
(Full email address available in API data)
Industry Affiliates
| BANNER RIDGE DSCO FUND I GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BANNER RIDGE DSCO FUND II GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BANNER RIDGE FUND III GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BANNER RIDGE FUND IV GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BANNER RIDGE FUND V GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BANNER RIDGE SB I GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BANNER RIDGE DSCO FUND I, LP | Private Equity Fund | $563.3M | $5.0M | 39 |
| BANNER RIDGE DSCO FUND II, LP | Private Equity Fund | $894.1M | $5.0M | 73 |
| BANNER RIDGE SECONDARY FUND III CO, LP | Private Equity Fund | $131.6M | $5.0M | 13 |
| BANNER RIDGE SECONDARY FUND IV CO, LP | Private Equity Fund | $151.0M | $5.0M | 15 |
| BANNER RIDGE SECONDARY FUND V CO, LP | Private Equity Fund | $204.1M | $5.0M | 11 |
| BANNER RIDGE SECONDARY MASTER FUND III, LP | Private Equity Fund | $1,046.9M | $5.0M | 120 |
| BANNER RIDGE SECONDARY MASTER FUND IV, LP | Private Equity Fund | $1,759.4M | $5.0M | 214 |
| BANNER RIDGE SECONDARY MASTER FUND V, LP | Private Equity Fund | $2,307.1M | $5.0M | 431 |
| BANNER RIDGE SMALL BUYOUTS I, LP | Private Equity Fund | $60.8M | $5.0M | 11 |
| DIVERSIFIED VALUE PREFERRED II, LP | Private Equity Fund | $144.6M | $5.0M | 3 |
| DIVERSIFIED VALUE PREFERRED, LP | Private Equity Fund | $2.6M | $5.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BANNER RIDGE ENTERPRISE HOLDCO, LP | Domestic Entity | – | LIMITED PARTNER | 02/2024 | > 75% |
| BANNER RIDGE LLC | Domestic Entity | – | GENERAL PARTNER OF BANNER RIDGE PARTNERS LP | 06/2019 | < 5% |
| CUSANO, ANTHONY, MICHAEL | Individual | BANNER RIDGE LLC | MANAGING MEMBER | 06/2019 | > 75% |
| HALPER, SCOTT, MIMELES | Individual | – | CHIEF COMPLIANCE OFFICER, PARTNER | 11/2019 | < 5% |
| CUSANO, ANTHONY, MICHAEL | Individual | – | MANAGING PARTNER | 06/2019 | < 5% |
| DRIESSEN, CHRISTOPHER, J | Individual | – | PARTNER | 06/2019 | < 5% |
| BANNER RIDGE HOLDCO GP, LLC | Domestic Entity | BANNER RIDGE ENTERPRISE HOLDCO, LP | GENERAL PARTNER | 02/2024 | |
| BANNER RIDGE LLC | Domestic Entity | BANNER RIDGE HOLDCO GP, LLC | GENERAL PARTNER | 02/2024 | |
| CUSANO, ANTHONY, MICHAEL | Individual | BANNER RIDGE ENTERPRISE HOLDCO, LP | LIMITED PARTNER | 02/2024 | 25-50% |
| DRIESSEN, CHRISTOPHER, J | Individual | BANNER RIDGE ENTERPRISE HOLDCO, LP | LIMITED PARTNER | 02/2024 | 50-75% |