Banyan Global Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 30, 2026, reports $162M in regulatory assets under management, 4 employees, and 250 accounts.
Assets Under Management
$162M
Employees
4
Offices
--
Total Clients
132
Primary office
BOCA RATON, FL
6001 BROKEN SOUND PARKWAY NW, SUITE 426, BOCA RATON, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 47.0% of total clients.
Top client categories% of clientsClients
1
Individuals
47.0%
62
2
HNWI
46.2%
61
3
Corporations
6.8%
9
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$162Mas of March 30, 2026
Discretionary99.9%
$162M
100% of total RAUM99.9%
Non-discretionary0.1%
$224K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$162M
Total Accounts250
10Y AUM Change$-2M (-0.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee33:1
10Y Employee Change0 (0.0%)
* 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.