Banyan Capital Management is an investment advisor in Atlanta with $169.57 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Banyan Captial Management, Inc.
SEC CIK
IRS number
581757807
SEC advisor number
801-113220
FINRA CRD number
108123
AUM ?
$169.57 mm
(as of 12 Jun 23)
Accounts
252
(as of 12 Jun 23)
Employees
2
(1 investment advisory or research)
Address
Banyan Capital Management
2100 RIVEREDGE PARKWAY
SUITE 1030
ATLANTA
GA 30328
2100 RIVEREDGE PARKWAY
SUITE 1030
ATLANTA
GA 30328
Office hours
Monday - Friday, 9:00 - 5:00
Phone
7709512129
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Estes, Drew, Douglas | President/cco | 01/2023 | < 5% |
Redgate Partners LLC | Owner | 01/2019 | > 75% |
Estes, Drew, Douglas | Partner | 01/2019 | > 75% |
Beaton, Charlene, Elaine | Director of Operations | 01/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22