Banner Capital Management, LLC

RIASEC RegisteredEst. 2024
Total AUM
$619M
Discretionary
$619M
100% of AUM
Avg account
$103M
Accounts
6
Employees
7
Advisory reps
3

Firm details

Headquarters
Lehi, Utah
CRD number
326949
Registered since
July 19, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Banner Capital Management, LLC is a privately held limited liability company that operates as a private equity manager and advisor to pooled investment vehicles. The firm is SEC-registered as of 2024 and serves institutional clients. Ownership is held by an individual, and Banner functions in sponsor and general partner capacities for the funds it manages. Its advisory work focuses on portfolio management for pooled vehicles rather than serving as a broad capital allocator or pension consultant. Banner does not position itself as an active ESG investor and is not registered as a multi-state adviser. Fee arrangements combine asset-based charges with performance-linked compensation, a structure aligned with private equity-style fund economics. The firm reports it does not have related-adviser status and is not classified as a newly formed adviser despite the recent SEC registration.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Bianca Bonus

    Chief Financial OfficerCRD 8057702

  • Tanner Ainge

    Chief Executive OfficerCRD 7770329

Contacts

1 of 1
  • Mark Broadbent

    Vice PresidentCRD 7770332

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Lehi, UT

Utah

Location

Lehi, UT

Headquartered in Lehi, UT, in the West of the United States.

Region
West
County
Utah
Address
3600 N Outlet Pkwy
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth