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Home > Retirement Planners > california > south san francisco > BANYAN ALPHA INVESTMENT L.P.
BANYAN ALPHA INVESTMENT L.P.
611 Gateway Blvd
Suite 252
South San Francisco, California 94080
Tel: 650-254-6608
About BANYAN ALPHA INVESTMENT L.P.
BANYAN ALPHA INVESTMENT LP, formally registered with the SEC as BANYAN ALPHA INVESTMENT LP. The firm was established in 02/16/2021. They have over 1 offices throughout the country.
BANYAN ALPHA INVESTMENT L.P. is a South San Francisco, California based Financial Planning firm with nearly $223,308,834 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311857 |
| SEC# | 801-120344 |
| Assets Managed by Firm | $223,308,834 |
| No. of Clients | 4 |
| No. of Advisors | 5 |
Fee Structure
- Performance Based
- Other (ANNUALLY NEGOTIATED MANAGEMENT FEE)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $223,308,834 |
| High net worth individuals | 1 | $1,000,000 |
| Corporations or other businesses | 1 | $7,308,834 |
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