Banta Asset Management LP
Banta Asset Management LP is an SEC-registered wealth manager in Newport Beach, CA with $128.7M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Banta Asset Management LP: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142987, SEC 801-67519, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $128.7M (2026-02-11)
- Firm type
- Wealth Manager
- Location
- Newport Beach, CA
- Employees
- 4
- Clients
- 117
- CRD
- 142987
- Ownership
- BANTA, STEPHEN, MATTHEW; STEPHEN M. BANTA TRUST U/A/D 12-19-02; BANTA CAPITAL MANAGEMENT, LLC; BANTA, DAVID, DONALD; BANTA, MARK, DAVID
How much AUM does Banta Asset Management LP have?
Banta Asset Management LP reported $128.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Banta Asset Management LP?
Disclosed owners and executives of Banta Asset Management LP include BANTA, STEPHEN, MATTHEW, STEPHEN M. BANTA TRUST U/A/D 12-19-02, BANTA CAPITAL MANAGEMENT, LLC, BANTA, DAVID, DONALD, BANTA, MARK, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.