BANYAN ALPHA INVESTMENT L.P.
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 311857
- Registered since
- February 16, 2021
- Website
- banyanalpha.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Derivatives34%
Owners & executives
1 of 1YUYING GAO
Founding Partner and Chief Investment OfficerCRD 7320169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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