BANNER OAK CAPITAL PARTNERS, LP
CRD #284367 SEC #801-108175 DALLAS, TX (214) 466-8860
SEC Registered Private Funds
Total AUM
$4.8B
Discretionary
$4.8B
Employees
11
Clients
--
Accounts
10
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.8B | $4.8B | $0 | 11 | 0 |
| Jan 2025 | $6.9B | $6.9B | $0 | 12 | 0 |
| Mar 2024 | $6.9B | $6.9B | $0 | 12 | 0 |
| Mar 2023 | $7.2B | $7.2B | $0 | 13 | 0 |
| Mar 2022 | $6B | $6B | $0 | 14 | 0 |
| Jan 2022 | $4.2B | $4.2B | $0 | 12 | 0 |
| Mar 2021 | $4.2B | $4.2B | $0 | 12 | 0 |
| Mar 2020 | $4.9B | $4.9B | $0 | 13 | 0 |
| Jul 2019 | $3.1B | $3.1B | $0 | 12 | 0 |
| Mar 2019 | $3.1B | $3.1B | $0 | 12 | 0 |
| Mar 2018 | $1.4B | $1.4B | $0 | 9 | 0 |
| Sep 2017 | $1.4B | $1.4B | $0 | 9 | 1 |
| Mar 2017 | $1.1B | $1.1B | $0 | 9 | 1 |
| Nov 2016 | $941.2M | $941.2M | $0 | 9 | 0 |
| Oct 2016 | $941.2M | $941.2M | $0 | 8 | 0 |
| Jul 2016 | $0 | $0 | $0 | 8 | 0 |
| Jul 2016 | $0 | $0 | $0 | 8 | 0 |
DateMar 2025
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees11
Clients0
DateJan 2025
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees14
Clients0
DateJan 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees13
Clients0
DateJul 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients1
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients1
DateNov 2016
Total AUM$941.2M
Discretionary$941.2M
Non-Disc.$0
Employees9
Clients0
DateOct 2016
Total AUM$941.2M
Discretionary$941.2M
Non-Disc.$0
Employees8
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0