Multi-Family OfficeRIA · CRD 106439SEC-Registered

Updated:

Banner Investment Consultants

BANNER INVESTMENT CONSULTANTS is an SEC-registered investment adviser with $495,000 in regulatory assets under management. The firm has 1 employee and 1...

Banner Investment Consultants

BANNER INVESTMENT CONSULTANTS is an SEC-registered investment adviser with $495,000 in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Sector focus

Private CreditReal EstateInfrastructureHedge Funds

Frequently asked questions

Which sectors does Banner Investment Consultants explicitly avoid?

The firm does not publish any sector exclusion list. Its four pillar asset classes (private credit, real estate, infrastructure, hedge funds) imply an avoidance of public equities and traditional fixed income, but no explicit negative screens are documented.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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