Banner Capital Management, Llc
- Regulatory AUM
- $619M
- Discretionary
- $619M
- Clients
- 6
- Avg AUM / client
- $103M
- Accounts
- 6
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $619M | 100.0% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $415M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pattern Preferred Investors, Llc | Other Private Fund | Delaware | $255M | 59 |
| Banner Clean Partners, Llc | Other Private Fund | Delaware | $98.5M | 42 |
| Banner Manscaped Partners, Llc | Other Private Fund | Delaware | $22.2M | 23 |
| Banner Premier Partners, Llc | Other Private Fund | Delaware | $16.6M | 21 |
| Aa Beam Investors, Llc | Other Private Fund | Delaware | $9.2M | 25 |
| Banner Route Partners, Llc | Other Private Fund | Delaware | $6.7M | 14 |
| Banner Pura Partners, Llc | Other Private Fund | Delaware | $5.0M | 14 |
| Banner Oxg Partners, Llc | Other Private Fund | Delaware | $2.5M | 22 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ainge, Tanner, David | Chief Executive Officer, Manager, And Member | Jan 2021 (6y) | 75% or more | |
| Broadbent, Mark, Joseph | Chief Compliance Officer | Mar 2023 (3y) | 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.
Private funds (8, $415M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pattern Preferred Investors, Llc | Other Private Fund | $255M | $250K | 59 |
| Banner Clean Partners, Llc | Other Private Fund | $98.5M | $250K | 42 |
| Banner Manscaped Partners, Llc | Other Private Fund | $22.2M | $250K | 23 |
| Banner Premier Partners, Llc | Other Private Fund | $16.6M | $250K | 21 |
| Aa Beam Investors, Llc | Other Private Fund | $9.2M | $250K | 25 |
| Banner Route Partners, Llc | Other Private Fund | $6.7M | $250K | 14 |
| Banner Pura Partners, Llc | Other Private Fund | $5.0M | $250K | 14 |
| Banner Oxg Partners, Llc | Other Private Fund | $2.5M | $250K | 22 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/08/2026 | 2.32 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
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 08, 2026.
View current Form ADV (SEC/IAPD) ↗