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- Custodian
- Pershing · State Street
- Clients
- Retail and Institutional
- Platforms
- North ridge
- Established Date
- 08-22-2013
- Office Locations
- 1
Office Locations
About Banyan Tree Asset Management, LLC
Banyan Tree Asset Management, LLC is an employee-owned investment adviser founded in 2013, providing active fixed-income management through customized SMAs that weigh each client’s tax and liquidity needs. The team brings 40+ years of experience and previously oversaw discretionary management of over $3B in fixed-income assets. Research-driven and positioned as conflict-free, serving retail and institutional clients, with portfolios often focused on municipals and U.S. government/agency bonds.
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Owner & Executives
BRIAN RICHARD GOLDBERG
MANAGING DIRECTOR
- CRD
- #4095279
- Ownership
- 10% but less than 25%
DIANA VEGA BOUCH
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Summit capital
Glacier wave
- CRD
- #45155
- Ownership
- 46.4%
Showing 2 of 3 owners & executives
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Adam Gregory Werthmuller
--
- CRD
- #7356606
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,032,525,505 | $10,535,975 |
| Non-Discretionary | $0 | -- |
| Total | $1,032,525,505 | $10,535,975 |
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Separately Managed Accounts
Total SMA Asset: $933,717,437
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $1,927,363,280 | 55.1% |
| U.S. Government/Agency | $741,562,641 | 21.2% |
| Cash | $829,011,066 | 23.7% |
| Total | $3,497,936,987 | 100.0% |