BANYAN PARTNERS, LLC
CRD #141398 SEC #801-67092 PALM BEACH GARDENS, FL 561-630-4600
SEC Registered Disclosures
Total AUM
$1.1B
Discretionary
$942M
Employees
11
Clients
51
Accounts
3,150
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2014 | $4.6B | $3.7B | $869M | 90 | 5,300 |
| May 2014 | $4.6B | $3.7B | $869M | 90 | 5,300 |
| Apr 2014 | $4.6B | $3.7B | $869M | 90 | 5,300 |
| Mar 2014 | $4.6B | $3.7B | $869M | 90 | 5,300 |
| Feb 2014 | $4.3B | $3.6B | $727.2M | 80 | 2,200 |
| Jan 2014 | $4.3B | $3.6B | $727.2M | 80 | 2,200 |
| Dec 2013 | $4.3B | $3.6B | $727.2M | 80 | 2,200 |
| Oct 2013 | $4.3B | $3.6B | $727.2M | 80 | 2,200 |
| Aug 2013 | $3.2B | $2.6B | $538.1M | 69 | 1,700 |
| Apr 2013 | $1.2B | $1B | $191.4M | 37 | 1,200 |
| Apr 2013 | $1.2B | $1B | $191.4M | 37 | 1,200 |
| Mar 2013 | $1.2B | $1B | $191.4M | 37 | 1,200 |
| Mar 2013 | $1.2B | $1B | $191.4M | 37 | 1,200 |
| Jan 2013 | $1.1B | $942M | $167.8M | 31 | 1,300 |
| Jan 2013 | $1.1B | $942M | $167.8M | 31 | 1,300 |
| Sep 2012 | $1.1B | $942M | $167.8M | 11 | 1,300 |
| Jul 2012 | $1.1B | $942M | $167.8M | 11 | 1,300 |
| Apr 2012 | $1.1B | $942M | $167.8M | 11 | 3,000 |
| Apr 2012 | $1.1B | $942M | $167.8M | 11 | 3,000 |
| Mar 2012 | $1.1B | $942M | $167.8M | 11 | 3,000 |
| Dec 2011 | $1.1B | $897.9M | $229.1M | 11 | 1,500 |
| Nov 2011 | $1.1B | $897.9M | $229.1M | 11 | 1,500 |
| Jul 2011 | $971M | $843.3M | $127.8M | -- | -- |
| Mar 2011 | $971M | $843.3M | $127.8M | -- | -- |
| Mar 2011 | $971M | $843.3M | $127.8M | -- | -- |
| Feb 2011 | $958.3M | $831.5M | $126.8M | -- | -- |
| Feb 2011 | $923.3M | $796.5M | $126.8M | -- | -- |
| Jan 2011 | $435.9M | $313.2M | $122.8M | -- | -- |
| Jan 2011 | $435.9M | $313.2M | $122.8M | -- | -- |
| Sep 2010 | $435.9M | $313.2M | $122.8M | -- | -- |
| Sep 2010 | $435.9M | $313.2M | $122.8M | -- | -- |
| Aug 2010 | $435.9M | $313.2M | $122.8M | -- | -- |
| May 2010 | $435.9M | $313.2M | $122.8M | -- | -- |
| Mar 2010 | $435.9M | $313.2M | $122.8M | -- | -- |
| Mar 2009 | $298M | $254M | $44M | -- | -- |
| Dec 2006 | $0 | $0 | $0 | 5 | -- |
DateOct 2014
Total AUM$4.6B
Discretionary$3.7B
Non-Disc.$869M
Employees90
Clients5,300
DateMay 2014
Total AUM$4.6B
Discretionary$3.7B
Non-Disc.$869M
Employees90
Clients5,300
DateApr 2014
Total AUM$4.6B
Discretionary$3.7B
Non-Disc.$869M
Employees90
Clients5,300
DateMar 2014
Total AUM$4.6B
Discretionary$3.7B
Non-Disc.$869M
Employees90
Clients5,300
DateFeb 2014
Total AUM$4.3B
Discretionary$3.6B
Non-Disc.$727.2M
Employees80
Clients2,200
DateJan 2014
Total AUM$4.3B
Discretionary$3.6B
Non-Disc.$727.2M
Employees80
Clients2,200
DateDec 2013
Total AUM$4.3B
Discretionary$3.6B
Non-Disc.$727.2M
Employees80
Clients2,200
DateOct 2013
Total AUM$4.3B
Discretionary$3.6B
Non-Disc.$727.2M
Employees80
Clients2,200
DateAug 2013
Total AUM$3.2B
Discretionary$2.6B
Non-Disc.$538.1M
Employees69
Clients1,700
DateApr 2013
Total AUM$1.2B
Discretionary$1B
Non-Disc.$191.4M
Employees37
Clients1,200
DateApr 2013
Total AUM$1.2B
Discretionary$1B
Non-Disc.$191.4M
Employees37
Clients1,200
DateMar 2013
Total AUM$1.2B
Discretionary$1B
Non-Disc.$191.4M
Employees37
Clients1,200
DateMar 2013
Total AUM$1.2B
Discretionary$1B
Non-Disc.$191.4M
Employees37
Clients1,200
DateJan 2013
Total AUM$1.1B
Discretionary$942M
Non-Disc.$167.8M
Employees31
Clients1,300
DateJan 2013
Total AUM$1.1B
Discretionary$942M
Non-Disc.$167.8M
Employees31
Clients1,300
DateSep 2012
Total AUM$1.1B
Discretionary$942M
Non-Disc.$167.8M
Employees11
Clients1,300
DateJul 2012
Total AUM$1.1B
Discretionary$942M
Non-Disc.$167.8M
Employees11
Clients1,300
DateApr 2012
Total AUM$1.1B
Discretionary$942M
Non-Disc.$167.8M
Employees11
Clients3,000
DateApr 2012
Total AUM$1.1B
Discretionary$942M
Non-Disc.$167.8M
Employees11
Clients3,000
DateMar 2012
Total AUM$1.1B
Discretionary$942M
Non-Disc.$167.8M
Employees11
Clients3,000
DateDec 2011
Total AUM$1.1B
Discretionary$897.9M
Non-Disc.$229.1M
Employees11
Clients1,500
DateNov 2011
Total AUM$1.1B
Discretionary$897.9M
Non-Disc.$229.1M
Employees11
Clients1,500
DateJul 2011
Total AUM$971M
Discretionary$843.3M
Non-Disc.$127.8M
Employees--
Clients--
DateMar 2011
Total AUM$971M
Discretionary$843.3M
Non-Disc.$127.8M
Employees--
Clients--
DateMar 2011
Total AUM$971M
Discretionary$843.3M
Non-Disc.$127.8M
Employees--
Clients--
DateFeb 2011
Total AUM$958.3M
Discretionary$831.5M
Non-Disc.$126.8M
Employees--
Clients--
DateFeb 2011
Total AUM$923.3M
Discretionary$796.5M
Non-Disc.$126.8M
Employees--
Clients--
DateJan 2011
Total AUM$435.9M
Discretionary$313.2M
Non-Disc.$122.8M
Employees--
Clients--
DateJan 2011
Total AUM$435.9M
Discretionary$313.2M
Non-Disc.$122.8M
Employees--
Clients--
DateSep 2010
Total AUM$435.9M
Discretionary$313.2M
Non-Disc.$122.8M
Employees--
Clients--
DateSep 2010
Total AUM$435.9M
Discretionary$313.2M
Non-Disc.$122.8M
Employees--
Clients--
DateAug 2010
Total AUM$435.9M
Discretionary$313.2M
Non-Disc.$122.8M
Employees--
Clients--
DateMay 2010
Total AUM$435.9M
Discretionary$313.2M
Non-Disc.$122.8M
Employees--
Clients--
DateMar 2010
Total AUM$435.9M
Discretionary$313.2M
Non-Disc.$122.8M
Employees--
Clients--
DateMar 2009
Total AUM$298M
Discretionary$254M
Non-Disc.$44M
Employees--
Clients--
DateDec 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--