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Banyan Tree Asset Management, LLC

● SEC registered since 2013CRD 168384SEC# 801-78480Torrance, CA
Export (members)
Reg. AUM
$1.01B
Employees
5
Accounts
89
Location
Torrance, CA

Banyan Tree Asset Management, LLC assets under management

Banyan Tree Asset Management, LLC is an SEC-registered investment adviser based in Torrance, CA. The firm has been registered since 2013. It reports $1 billion in regulatory assets under management and employs 5 people.

Banyan Tree Asset Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Brian Richard Goldberg ControlManaging Director, Member10-25%2013
Diana Vega BouchChief Operating OfficerUnder 5%2024
Kenneth Naehu & Cynthia Naehu TrustMemberOver 75%2013
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Frequently asked questions

How much does Banyan Tree Asset Management, LLC manage?

Banyan Tree Asset Management, LLC reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Banyan Tree Asset Management, LLC have?

Banyan Tree Asset Management, LLC reports 5 employees.

Where is Banyan Tree Asset Management, LLC located?

Banyan Tree Asset Management, LLC is based in Torrance, CA and has been SEC-registered since 2013.

Does Banyan Tree Asset Management, LLC disclose fund performance?

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

Contact & registration

Address21250 Hawthorne Blvd, Suite 550, Torrance, CA 90503-5517
Phone310-477-0111
Fax310-477-0188
Office hours6:00 a.m. To 3:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.01B
Non-discretionary$0
Total (RAUM)$1.01B