BANYAN ALPHA INVESTMENT L.P.

RIASEC RegisteredEst. 2021
Total AUM
$752M
Discretionary
$752M
100% of AUM
Avg account
$125M
Accounts
6
Employees
5
Advisory reps
1

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
311857
Registered since
February 16, 2021
Custodians
GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC.
Fee structure
Performance Based Fees, Other
Client types
  • Corporations / Businesses63.99%
  • Pooled Investment Vehicles36.01%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Banyan Alpha Investment L.P. is a limited partnership organized as a hedge fund manager focused on institutional pooled vehicles. The firm is SEC-registered and operates as a sponsor, general partner and managing member for at least one pooled investment vehicle, providing portfolio management for those funds. Its client base is institutional, and its compensation includes performance-based fees alongside other fee arrangements. The firm does not list itself as an active ESG investor and is not a multi-state adviser. Investment activity centers on publicly traded equities as the primary allocation preference, supplemented by exposure to hedge funds and private credit strategies. The firm’s structure and fee model indicate a performance-oriented approach typical of alternative-focused managers running concentrated pooled products.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 66%, Derivatives 34%66%
  • Exchange Traded Equities66%
  • Derivatives34%

Owners & executives

1 of 1
  • YUYING GAO

    Founding Partner and Chief Investment OfficerCRD 7320169

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 MATEO

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 MATEO
Address
611 Gateway Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth