Banyan Tree Asset Management, LLC
● SEC registered since 2013CRD 168384SEC# 801-78480Torrance, CA
Reg. AUM
$1.03B
Employees
5
Accounts
98
Location
Torrance, CA
Banyan Tree Asset Management, LLC assets under management
Banyan Tree Asset Management, LLC is an SEC-registered investment adviser based in Torrance, CA. The firm has been registered since 2013. It reports $1 billion in regulatory assets under management and employs 5 people.
Banyan Tree Asset Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Richard Goldberg Control | Managing Director, Member | 10-25% | 2013 |
| Diana Vega Bouch | Chief Operating Officer | Under 5% | 2024 |
| Kenneth Naehu & Cynthia Naehu Trust | Member | Over 75% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Banyan Tree Asset Management, LLC manage?
Banyan Tree Asset Management, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Banyan Tree Asset Management, LLC have?
Banyan Tree Asset Management, LLC reports 5 employees.
Where is Banyan Tree Asset Management, LLC located?
Banyan Tree Asset Management, LLC is based in Torrance, CA and has been SEC-registered since 2013.
Does Banyan Tree Asset Management, LLC disclose fund performance?
Banyan Tree Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 21250 Hawthorne Blvd, Suite 550, Torrance, CA 90503-5517 |
| Phone | 310-477-0111 |
| Fax | 310-477-0188 |
| Office hours | 6:00 a.m. To 3:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.03B▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$1.03Bregulatory AUM
Discretionary $1.03B