Banyan TREE Asset Management, LLC
SEC RegisteredActive fixed-income management with a focus on maximizing income while minimizing risk
About the firm
Banyan Tree Asset Management, LLC, is an employee-owned investment adviser founded in 2013. The portfolio managers at Banyan Tree have over 40 years of investment experience and were previously responsible for the discretionary management of over $3 Billion in fixed-income assets. Banyan Tree was started with the desire to give clients superior and conflict-free fixed-income management, while creating a positive atmosphere for its employees.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fixed income management through actively managed, separately managed accounts with customized portfolios that consider each client's unique tax and liquidity issues, supported by independent research and extensive analysis.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $20,000,000 | 0.50% |
| $20,000,001 to $50,000,000 | 0.45% |
| $50,000,001 to $100,000,000 | 0.40% |
| $100,000,001 and Over | 0.00% |
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Banyan TREE Asset Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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