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Firm profile

Banyan Tree Advisors Pvt. Ltd..

BANGALORECRD 340434Latest ADV August 20, 2026

Banyan Tree Advisors Pvt. Ltd. is an SEC registered investment adviser organized as a corporation.

Assets Under Management
$562M
Employees
56
Offices
1 office
Total Clients
2,089
Primary office
BANGALORE
1155, 4TH CROSS, 12TH MAIN, HAL 2ND STAGE, INDIRA NAGAR, BANGALORE, India
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJanhavi M. Snehi

Advisory services offered

1 types reported
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Fixed fees
Performance-based fees
Sources checked Sep 12, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 98.2% of total clients.
Top client categories% of clientsClients
1
Individuals
98.2%
2,052
2
Corporations
1.8%
37

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$562Mas of August 20, 2026
Discretionary100.0%
$562M
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.

Total AUM$562M
Total Accounts2,089
10Y AUM Change$-102M (-15.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees56
Clients per Employee37:1
10Y Employee Change-7 (-11.1%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.