BANNER OAK CAPITAL PARTNERS, LP

5950 Sherry Lane
Suite 520
Dallas, Texas 75225
Tel: (214) 466-8860

About BANNER OAK CAPITAL PARTNERS, LP

BANNER OAK CAPITAL PARTNERS, LP, formally registered with the SEC as BANNER OAK CAPITAL PARTNERS, LP. The firm was established in 07/22/2016. They have over 1 offices throughout the country.

BANNER OAK CAPITAL PARTNERS, LP is a Dallas, Texas based Financial Planning firm with nearly $6,873,243,298 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284367
SEC#	801-108175
Assets Managed by Firm	$6,873,243,298
No. of Clients	11
No. of Advisors	12

Fee Structure

A percentage of AUM
Performance Based
Other (REAL ESTATE ASSET ACQUISITION FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$6,873,243,298

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