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Banner Capital Management, LLC

● SEC registered since 2024CRD 326949SEC# 801-130725Lehi, UT
Export (members)
Ranks #3,497 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$523.3M
Fund GAV
$523.3M
Private funds
9
Employees
7
Accounts
9
Location
Lehi, UT

Banner Capital Management, LLC assets under management

Banner Capital Management, LLC is an investment advisory firm registered with the SEC based in Lehi, UT. The firm has been registered since 2024. It reports $523.3 million in regulatory assets under management and employs 7 people. Banner Capital Management, LLC manages 9 private funds with combined gross assets of $523.3 million, including Pattern Preferred Investors, LLC. By regulatory assets, it ranks 3,497 of 5,911 private fund managers.

Banner Capital Management, LLC private funds

9 funds · $523.3M GAV
FundTypeGross assetsMin.
Pattern Preferred Investors, LLCPrivate Equity$324.1M$250K
Banner Clean Partners, LLCPrivate Equity$129.1M$250K
Banner Manscaped Partners, LLCPrivate Equity$22.3M$250K
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Banner Capital Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Bianca M. Bonus ControlChief Financial OfficerUnder 5%2025
Mark Joseph Broadbent ControlChief Compliance OfficerUnder 5%2023
Tanner David Ainge ControlChief Executive Officer, Manager, And MemberOver 75%2021

Frequently asked questions

How much does Banner Capital Management, LLC manage?

Banner Capital Management, LLC reports $523.3 million in regulatory assets under management on its Form ADV.

How many private funds does Banner Capital Management, LLC manage?

Banner Capital Management, LLC manages 9 private funds with combined gross assets of $523.3 million.

How many employees does Banner Capital Management, LLC have?

Banner Capital Management, LLC reports 7 employees.

Where is Banner Capital Management, LLC located?

Banner Capital Management, LLC is based in Lehi, UT and has been SEC-registered since 2024.

Does Banner Capital Management, LLC disclose fund performance?

Banner Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3600 Outlet Parkway, Suite 450, Lehi, UT 84043
Phone801-290-3333
Office hours8:30 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$523.3M
Non-discretionary$0
Total (RAUM)$523.3M

Service providers

Auditor
Custodian
Administrator