Banner Oak Capital Partners, LP
● SEC registered since 2016CRD 284367SEC# 801-108175Dallas, TX
Ranks #1,435 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$4.46B
Fund GAV
$4.46B
Private funds
9
Employees
9
Accounts
9
Location
Dallas, TX
Banner Oak Capital Partners, LP assets under management
Banner Oak Capital Partners, LP is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2016. It reports $4.5 billion in regulatory assets under management and employs 9 people. Banner Oak Capital Partners, LP manages 9 private funds with combined gross assets of $4.5 billion, including Banner Oak Enhanced Core Venture, LP. By regulatory assets, it ranks 1,435 of 6,004 private fund managers.
Banner Oak Capital Partners, LP private funds
9 funds · $4.46B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Banner Oak Enhanced Core Venture, LP | Real Estate | $3.66B | — |
| Banner Oak Multifamily Enhanced Core Venture, LP | Real Estate | $338.5M | — |
| Banner Oak Investment Fund, LP | Real Estate | $223.4M | — |
See all 9 funds — unlock the full record.
Join to unlock · $37/moBanner Oak Capital Partners, LP owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Fitzgerald Murff Control | Executive Vice President | Under 5% | 2019 |
| Banner Oak Capital GP, LLC Control | General Partner | Under 5% | 2016 |
| Bocp Lp-B, LLC Control | Limited Partner | Over 75% | 2017 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Banner Oak Capital Partners, LP manage?
Banner Oak Capital Partners, LP reports $4.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Banner Oak Capital Partners, LP manage?
Banner Oak Capital Partners, LP manages 9 private funds with combined gross assets of $4.5 billion.
How many employees does Banner Oak Capital Partners, LP have?
Banner Oak Capital Partners, LP reports 9 employees.
Where is Banner Oak Capital Partners, LP located?
Banner Oak Capital Partners, LP is based in Dallas, TX and has been SEC-registered since 2016.
Does Banner Oak Capital Partners, LP disclose fund performance?
Banner Oak Capital Partners, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5950 Sherry Lane, Suite 520, Dallas, TX 75225 |
| Phone | (214) 466-8860 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.46B▼ 35%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
AUM vs fund managersTop 24%
Larger than 76% of 6,004 private-fund managers
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$4.46Bregulatory AUM
Discretionary $4.46B
Service providers
Custodian