Banyan Alpha Investment L.P.
- Regulatory AUM
- $752M
- Discretionary
- $752M
- Clients
- 6
- Avg AUM / client
- $125M
- Accounts
- 6
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $271M | 36.0% |
| Corporations and other businesses | 2 | $481M | 64.0% |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gao, Yuying, Nmn | Managing Partner, Cio & Cco | Oct 2020 (6y) | 75% or more |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Banyan Alpha Management Llc | General Partner | Oct 2020 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Performance-based fees
- • Other fees
- • ANNUALLY NEGOTIATED MANAGEMENT FEE
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Goldman Sachs $201M (27% of AUM) Mar 2026
- China Merchants Bank Co., Ltd. $69.3M (16% of AUM) Jul 2025
- J.P. Morgan $21.9M (3% of AUM) Mar 2026
- Cicc Hong Kong $1.0M (0% of AUM) Jun 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗