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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Zenith waveInsight quantum +more
- Established Date
- 07-31-2017
- Office Locations
- 1
Office Locations
About Bantam Inc.
Bantam Inc. is a New York City private investment office serving ultra-high net worth investors with direct portfolio management (your relationship manager is also your portfolio manager). The firm publishes market commentary and security research via the Tarot Substack and runs a high-touch cadence (daily WhatsApp, monthly letters, quarterly reviews). It notes capacity for seven additional investors; custody relationships include Charles Schwab and Merrill Lynch.
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Client Personas
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Investment Themes
Investment Vehicles
Services
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Owner & Executives
JOHN JOSEPH DUVAL JR
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2645709
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,500,000 | $2,040,000 |
| Non-Discretionary | $1,000,000 | $1,100,000 |
| Total | $30,500,000 | $1,883,333 |
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Separately Managed Accounts
Total SMA Asset: $30,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $246,845,956 | 16.7% |
| Cash | $1,231,273,539 | 83.3% |
| Total | $1,478,119,495 | 100.0% |