Data / Investment advisers / Banyan Tree Advisors PVT. LTD.
Banyan Tree Advisors PVT. LTD., Bangalore, India: $562 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Banyan Tree Advisors PVT. LTD. is an SEC registered investment adviser with its main office in Bangalore, India and reports $562 million in regulatory assets under management in its Form ADV filed August 20, 2026. Its clients include individuals and corporations and other businesses. It is paid through fixed fees and performance based fees. It advises 1 private fund.
The request: Watch Banyan Tree Advisors PVT. LTD. (CRD number 340434): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 340434
- SEC file number
- 801-136648
- SEC status
- Approved, effective August 20, 2026
- Main office
- 1155, 4th Cross, 12th Main, Hal 2nd Stage, Indira Nagar, Bangalore, India 560038
- Phone
- +91-8046428500
- Website
- banyantreeadvisors.com
- Regulatory AUM
- $561,523,266 in the Form ADV filed August 20, 2026
- Discretionary AUM
- $561,523,266
- Accounts
- 2,089
- Employees
- 56, of which 21 give investment advice
- Form of organization
- Corporation
- Paid through
- fixed fees, performance based fees
- Private funds
- 1: 1 other private fund
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 2,052 | $543.1 million |
| Corporations or other businesses | 37 | $18.4 million |
Also on SpecStream
- Advisers with $500 million to $1 billion in AUM
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- Advisers serving corporations and other businesses
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- Banyan Tree Advisors PVT. LTD. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.