BANSK GROUP LLC

RIASEC RegisteredEst. 2021
Total AUM
$5.5B
Discretionary
$5.5B
100% of AUM
Avg account
$274M
Accounts
20
Employees
25
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
312320
Registered since
March 8, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bansk Group LLC is a privately organized investment manager registered with the SEC in 2021 that operates as a private equity fund sponsor and manager. The firm identifies its client base as institutional and structures its advisory work around portfolio management for pooled investment vehicles. It also performs roles typical of a general partner or managing member for pooled vehicles and is listed as a CPO/CTA in its business activities. Ownership is split between foreign-entity and individual stakeholders. Compensation arrangements include both asset-based fees and performance fees, and the firm self-identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • BRIAN OCONNOR

    Chief Investment OfficerCRD 2916903

  • ELLAN BEN-HAYON

    Chief Financial OfficerCRD 2435886

Contacts

1 of 1
  • WILLIAM MORDAN

    ​Senior PartnerCRD 7329413

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

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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
340 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth