A complete list of active advisors currently associated with Banyan Tree Asset Management, LLC
Warmer can help you find a great advisor at Banyan Tree Asset Management, LLC or one who fits your needs even better.
Banyan Tree Asset Management provides discretionary fixed income investment management to ultra‑high‑net‑worth individuals and institutional clients, and also advises pooled investment vehicles structured as Delaware limited partnerships. The firm’s brochure notes it does not provide accounting, legal, tax, or financial planning services, and its client base does not include non‑high‑net‑worth retail investors. The firm pursues active, fixed‑income‑focused strategies — including core, short‑duration, opportunistic and hedging approaches — using credit analysis, duration and sector positioning, spread and macro analysis, and external research. When appropriate and authorized in writing, Banyan Tree may employ leverage in separately managed accounts (including margin and short sales) as part of its tactical implementation. Banyan Tree is organized with affiliated entities — a registered broker‑dealer and a fund‑management affiliate that serves as general partner to its pooled funds — which is an uncommon arrangement for similar team advisers. It also manages more than $1 billion of fixed income assets with a compact advisory team, reflecting a relatively high assets‑under‑management per advisor and a narrowly focused client roster.
To learn more about the advisors currently working at Banyan Tree Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Torrance, CA
| 23
| |
Torrance, CA
| 35
| |
Torrance, CA
| 3
|
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