Banyan Tree Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Torrance, CA. Its latest Form ADV filing, dated April 30, 2026, reports $1.0B in regulatory assets under management, 5 employees, and 98 accounts.
Assets Under Management
$1.0B
Employees
5
Offices
--
Total Clients
47
Primary office
TORRANCE, CA
21250 HAWTHORNE BLVD, SUITE 550, TORRANCE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.9% of total clients.
Top client categories% of clientsClients
1
HNWI
97.9%
46
2
Pooled Investment Vehicles
2.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of April 30, 2026
Discretionary100.0%
$1.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts98
10Y AUM Change+$230M (+28.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee9:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.