Banner Ridge Partners

RIASEC RegisteredEst. 2019
Total AUM
$15.3B
Discretionary
$15.3B
100% of AUM
Avg account
$451M
Accounts
34
Employees
27
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
304928
Registered since
August 12, 2019
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Banner Ridge Partners is organized as a limited partnership and operates as a private equity-focused investment manager serving institutional clients. The firm is SEC-registered (since 2019) and combines traditional private fund sponsorship with pooled-vehicle portfolio management: it lists portfolio management for investment companies and pooled investment vehicles among its advisory activities and is identified with CPO/CTA business activity. Its owner profile is a mix of domestic entities and individuals. Fee arrangements include both asset-based fees and performance-based (carry-style) compensation, alongside other fee components consistent with private fund structures. The firm does not present itself as an active ESG investor and is not identified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Contacts

3 of 3
  • Anthony Cusano

    Anthony Cusano

    Managing PartnerCRD 5420694

  • Christopher Driessen

    Christopher Driessen

    PartnerCRD 5596389

  • Scott Halper

    Scott Halper

    PartnerCRD 6558241

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
641 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth