Banneker Partners LLC
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Learn more about Banneker Partners LLC
Overview
Banneker Partners LLC operates as an advisory company headquartered in San Francisco, California. The firm administers $1.8 billion in assets under management across nine client accounts, placing it among the biggest investment advisory firms in the country by assets under management (AUM). Banneker Partners LLC has a small team, including 23 financial advisors. Banneker Partners LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as bonds, options and stocks.
Banneker Partners LLC oversees all of the company's accounts in a discretionary manner. Discretionary management is a structure in which transaction decisions are made by an investment advisor without requiring client permission. The firm's average account size is $197.1 million. An average advisor at Banneker Partners LLC oversees fewer than one client account, making it one of the most personalized advisor firms in the country.
The company's headquarters is located at 480 Pacific Ave, San Francisco, California 94133. It is allowed to serve investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Banneker Partners LLC by the Numbers
$1.8 billion
25
9
$197.1 million
Fee Structure
Fees charged by financial advisors usually depend on which services are provided. However, fee types charged by Banneker Partners LLC may include any blend of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Banneker Partners LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company caters to pooled investment vehicles. Out of its nine accounts, Banneker Partners LLC's largest client by number of accounts is pooled investment vehicles. None of its customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Banneker Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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