Banyan Equity Management, LLC is a large advisory firm based in Boca Raton. It manages $129 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Florida.
Banyan Equity Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Banyan Equity Management, LLC is $129 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Banyan Equity Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Alan Aronovitz joined the executive team most recently as the Chief Compliance Officer.
The principal office where Banyan Equity Management, LLC performs its advisory services is located at 7284 W. Palmetto Park Road, Boca Raton, FL 33433, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 5613388711 or by fax 5613383961. The normal business hours are 8am - 5pm on Monday - Friday.