BANNEKER PARTNERS LLC

RIASEC RegisteredEst. 2020
Total AUM
$3.4B
Discretionary
$3.4B
100% of AUM
Avg account
$336M
Accounts
10
Employees
30
Advisory reps
2

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
296624
Registered since
July 30, 2020
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Banneker Partners LLC is a privately owned limited liability company that functions as a private equity fund manager and adviser to pooled investment vehicles. The firm has been SEC-registered since 2020 and serves an institutional client base. Its advisory work centers on portfolio management for pooled vehicles, and the firm also acts as sponsor, general partner and managing member for the pooled vehicles it operates. Fee arrangements include a mix of percentage-of-AUM, fixed fees and performance-based fees. Banneker does not position itself as a broad capital allocator and is not flagged as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MARK SHANG

    Chief Financial OfficerCRD 6023053

Contacts

1 of 1
  • STEPHEN DAVIS

    Managing PartnerCRD 2946731

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
480 Pacific Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth