BANYAN GLOBAL INVESTMENT ADVISORS, LLC

Overview

Banyan Global Investment Advisors, LLC is an independent, SEC‑registered Registered Investment Adviser that acts as a capital allocator for both individual/family and institutional clients. Registered in 2016 and owned by an individual, the firm delivers portfolio management, financial planning and manager selection services on a percentage‑of‑AUM fee model. Its advisory focus is tilted toward discretionary portfolio management for individuals and small businesses, with the firm also engaged in selecting third‑party advisers and managers where appropriate. Investment preferences skew toward publicly traded equities as the core exposure, with a willingness to use outside managers and funds for niche or alternative exposures. The firm does not position itself as an active ESG investor. As an independent RIA it custodizes client assets with a single primary custodian and maintains a small multi‑office footprint to serve a concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices