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Banta Asset Management LP

● SEC registered since 2007CRD 142987SEC# 801-67519Newport Beach, CA
Export (members)
Reg. AUM
$114.6M
Employees
4
Accounts
216
Location
Newport Beach, CA

Banta Asset Management LP assets under management

Banta Asset Management LP is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 2007. It reports $114.6 million in regulatory assets under management and employs 4 people.

Banta Asset Management LP owners & executives

15 reported
NameTitleOwnershipSince
Banta Capital Management, LLC ControlGeneral PartnerUnder 5%2004
Banta Family Trust U/A/D 12/01/02 ControlLimited Partner25-50%2004
M Banta & S Banta Ttee Michael & Sara Banta Trust U/A Dtd 08/19/2004 ControlLimited Partner25-50%2018
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Frequently asked questions

How much does Banta Asset Management LP manage?

Banta Asset Management LP reports $114.6 million in regulatory assets under management on its Form ADV.

How many employees does Banta Asset Management LP have?

Banta Asset Management LP reports 4 employees.

Where is Banta Asset Management LP located?

Banta Asset Management LP is based in Newport Beach, CA and has been SEC-registered since 2007.

Does Banta Asset Management LP disclose fund performance?

Banta Asset Management LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address517 30th Street, Newport Beach, CA 92663
Phone949-673-9944
Fax949-673-9955
Office hours8:00 a.m. To 3:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1426960
Discloses disciplinary historyNo

Assets under management

Discretionary$114.6M
Non-discretionary$0
Total (RAUM)$114.6M