Banner Capital Management, LLC
● SEC registered since 2024CRD 326949SEC# 801-130725Lehi, UT
Ranks #3,605 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$619.2M
Fund GAV
$527.2M
Private funds
6
Employees
7
Accounts
6
Location
Lehi, UT
Banner Capital Management, LLC assets under management
Banner Capital Management, LLC is an investment advisory firm registered with the SEC based in Lehi, UT. The firm has been registered since 2024. It reports $619.2 million in regulatory assets under management and employs 7 people. Banner Capital Management, LLC manages 6 private funds with combined gross assets of $527.2 million, including Banner Capital Fund I, LP. By regulatory assets, it ranks 3,605 of 6,004 private fund managers.
Banner Capital Management, LLC private funds
6 funds · $527.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Banner Capital Fund I, LP | Private Equity | $278M | $250K |
| Banner Co-Invest Partners I, LLC (fka Pattern Preferred Investors, LLC) | Private Equity | $104.7M | $250K |
| Banner Capital Fund I-A, LP | Private Equity | $46.8M | $250K |
See all 6 funds — unlock the full record.
Join to unlock · $37/moBanner Capital Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bianca M. Bonus Control | Chief Financial Officer | Under 5% | 2025 |
| Mark Joseph Broadbent Control | Chief Compliance Officer | Under 5% | 2023 |
| Tanner David Ainge Control | Chief Executive Officer, Manager, And Member | Over 75% | 2021 |
Frequently asked questions
How much does Banner Capital Management, LLC manage?
Banner Capital Management, LLC reports $619.2 million in regulatory assets under management on its Form ADV.
How many private funds does Banner Capital Management, LLC manage?
Banner Capital Management, LLC manages 6 private funds with combined gross assets of $527.2 million.
How many employees does Banner Capital Management, LLC have?
Banner Capital Management, LLC reports 7 employees.
Where is Banner Capital Management, LLC located?
Banner Capital Management, LLC is based in Lehi, UT and has been SEC-registered since 2024.
Does Banner Capital Management, LLC disclose fund performance?
Banner Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3600 Outlet Parkway, Suite 450, Lehi, UT 84048 |
| Phone | 801-290-3333 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$619.2M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
AUM vs fund managersTop 60%
Larger than 40% of 6,004 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$619.2Mregulatory AUM
Discretionary $619.2M