Banyan Global Investment Advisors, LLC
Banyan Global Investment Advisors, LLC is an SEC-registered wealth manager in Boca Raton, FL with $162.1M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Banyan Global Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283264, SEC 801-107482, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $162.1M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Boca Raton, FL
- Employees
- 4
- Clients
- 132
- CRD
- 283264
- Ownership
- REICH, DANIEL, HARRY; FERNICOLA, LORI, ANN; RAJOO, KAVITA, AMY; RAMIREZ, KATHERINE, NMN; Ramirez, Katherine
How much AUM does Banyan Global Investment Advisors, LLC have?
Banyan Global Investment Advisors, LLC reported $162.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Banyan Global Investment Advisors, LLC?
Disclosed owners and executives of Banyan Global Investment Advisors, LLC include REICH, DANIEL, HARRY, FERNICOLA, LORI, ANN, RAJOO, KAVITA, AMY, RAMIREZ, KATHERINE, NMN, Ramirez, Katherine. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.