BANYAN TREE ASSET MANAGEMENT, LLC
CRD #168384 SEC #801-78480 TORRANCE, CA 310-477-0111
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
5
Clients
0
Accounts
89
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1B | $1B | $0 | 5 | 0 |
| Mar 2025 | $1B | $1B | $0 | 5 | 0 |
| Mar 2024 | $1.1B | $1.1B | $0 | 5 | 0 |
| Jun 2023 | $1B | $1B | $0 | 5 | 0 |
| Mar 2023 | $1B | $1B | $0 | 5 | 0 |
| Mar 2022 | $1.1B | $1.1B | $0 | 5 | 0 |
| Mar 2022 | $1.1B | $1.1B | $0 | 5 | 0 |
| Mar 2021 | $1.1B | $1.1B | $0 | 5 | 0 |
| Jun 2020 | $1B | $1B | $0 | 5 | 0 |
| Mar 2020 | $1B | $1B | $0 | 5 | 0 |
| Nov 2019 | $1.1B | $1.1B | $0 | 4 | 34 |
| Jun 2019 | $1.1B | $1.1B | $0 | 4 | 34 |
| Apr 2019 | $843.7M | $843.7M | $0 | 4 | 31 |
| Mar 2018 | $799.6M | $799.6M | $0 | 4 | 32 |
| Oct 2017 | $802.8M | $802.8M | $0 | 4 | 0 |
| Mar 2017 | $802.8M | $802.8M | $0 | 4 | 26 |
| Apr 2016 | $493.4M | $493.4M | $0 | 4 | 11 |
| Mar 2016 | $493.4M | $493.4M | $0 | 4 | 11 |
| Mar 2015 | $459.4M | $459.4M | $0 | 4 | 11 |
| Mar 2015 | $320.2M | $320.2M | $0 | 4 | 11 |
| Mar 2014 | $320.2M | $320.2M | $0 | 4 | 11 |
| Oct 2013 | $115.9M | $115.9M | $0 | 3 | 0 |
| Sep 2013 | $0 | $0 | $0 | 2 | 0 |
| Sep 2013 | $0 | $0 | $0 | 2 | 0 |
| Aug 2013 | $0 | $0 | $0 | 2 | 0 |
| Aug 2013 | $0 | $0 | $0 | 2 | 0 |
DateApr 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients0
DateJun 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients0
DateNov 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees4
Clients34
DateJun 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees4
Clients34
DateApr 2019
Total AUM$843.7M
Discretionary$843.7M
Non-Disc.$0
Employees4
Clients31
DateMar 2018
Total AUM$799.6M
Discretionary$799.6M
Non-Disc.$0
Employees4
Clients32
DateOct 2017
Total AUM$802.8M
Discretionary$802.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$802.8M
Discretionary$802.8M
Non-Disc.$0
Employees4
Clients26
DateApr 2016
Total AUM$493.4M
Discretionary$493.4M
Non-Disc.$0
Employees4
Clients11
DateMar 2016
Total AUM$493.4M
Discretionary$493.4M
Non-Disc.$0
Employees4
Clients11
DateMar 2015
Total AUM$459.4M
Discretionary$459.4M
Non-Disc.$0
Employees4
Clients11
DateMar 2015
Total AUM$320.2M
Discretionary$320.2M
Non-Disc.$0
Employees4
Clients11
DateMar 2014
Total AUM$320.2M
Discretionary$320.2M
Non-Disc.$0
Employees4
Clients11
DateOct 2013
Total AUM$115.9M
Discretionary$115.9M
Non-Disc.$0
Employees3
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0