BANNERSTONE CAPITAL MANAGEMENT, LLC
Legal name: BANNERSTONE CAPITAL
CRD #147447 SEC #801-132043 WAYZATA, MN 952-249-8888
SEC Registered
Total AUM
$143.9M
Discretionary
$143.9M
Employees
3
Clients
10
Accounts
527
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $143.9M | $143.9M | $0 | 3 | 0 |
| Apr 2025 | $141.1M | $141.1M | $0 | 3 | 0 |
| Jan 2025 | $141.1M | $141.1M | $0 | 3 | 0 |
| Feb 2017 | $82.1M | $82.1M | $0 | 3 | 26 |
| Feb 2017 | $82.1M | $82.1M | $0 | 3 | 26 |
| Mar 2016 | $78.1M | $78.1M | $0 | 3 | 26 |
| May 2015 | $83.1M | $83.1M | $0 | 3 | 26 |
| Mar 2015 | $83.1M | $83.1M | $0 | 3 | 26 |
| Jun 2014 | $75.6M | $75.6M | $0 | 3 | 26 |
| Mar 2014 | $75.6M | $75.6M | $0 | 3 | 26 |
| Apr 2013 | $65.8M | $65.8M | $0 | 3 | 26 |
| Apr 2012 | $98M | $98M | $0 | 1 | 26 |
| Mar 2012 | $98M | $98M | $0 | 1 | 26 |
| Apr 2011 | $43M | $43M | $0 | 5 | -- |
| Mar 2010 | $35M | $25M | $10M | 5 | -- |
| Feb 2009 | $30.6M | $30M | $600K | 5 | -- |
DateJul 2025
Total AUM$143.9M
Discretionary$143.9M
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees3
Clients0
DateFeb 2017
Total AUM$82.1M
Discretionary$82.1M
Non-Disc.$0
Employees3
Clients26
DateFeb 2017
Total AUM$82.1M
Discretionary$82.1M
Non-Disc.$0
Employees3
Clients26
DateMar 2016
Total AUM$78.1M
Discretionary$78.1M
Non-Disc.$0
Employees3
Clients26
DateMay 2015
Total AUM$83.1M
Discretionary$83.1M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$83.1M
Discretionary$83.1M
Non-Disc.$0
Employees3
Clients26
DateJun 2014
Total AUM$75.6M
Discretionary$75.6M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$75.6M
Discretionary$75.6M
Non-Disc.$0
Employees3
Clients26
DateApr 2013
Total AUM$65.8M
Discretionary$65.8M
Non-Disc.$0
Employees3
Clients26
DateApr 2012
Total AUM$98M
Discretionary$98M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$98M
Discretionary$98M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$35M
Discretionary$25M
Non-Disc.$10M
Employees5
Clients--
DateFeb 2009
Total AUM$30.6M
Discretionary$30M
Non-Disc.$600K
Employees5
Clients--