Multi-Family OfficeRIA · CRD 106439SEC-Registered

Updated:

Banner Investment Consultants

Banner Investment Consultants is a multi-family office advising wealthy families on private credit, real estate, infrastructure, and hedge funds.

Banner Investment Consultants

Banner Investment Consultants operates as a multi-family office, though its exact founding year and founding principal are not publicly documented. The firm positions itself as an investment consultant rather than a pure asset manager, suggesting it may offer advisory services alongside discretionary management for multiple families. Strategy centers on four alternative-asset pillars: private credit, real estate, infrastructure, and hedge funds. This tilt away from public equities and fixed income is a distinguishing posture among smaller family offices. The firm likely structures direct co-investments or funds-of-funds within these categories, but no named portfolio companies or deals have been publicly disclosed. The firm's team size and additional office locations are not public. No philanthropic vehicles or adjacent entities are documented in the public record. In the last 24 months, no material operational events—such as new funds, hires, or investment milestones—have been reported. Banner Investment Consultants' structural differentiator is its name: it explicitly calls itself a consultant, which may indicate a fee-for-service model distinct from the typical family office that manages capital directly. Without public disclosure of principals or investments, the firm remains opaque, limiting verifiable analysis.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

City

Corporate office

Sector focus

Private CreditReal EstateInfrastructureHedge Funds

Frequently asked questions

Who runs investment decisions at Banner Investment Consultants?

The firm does not publicly name any principals or investment committee members. This level of transparency is unusual for a family office, and without disclosed leadership, external allocators cannot evaluate decision-making authority.

How does Banner Investment Consultants source proprietary deal flow?

No information is public about the firm's deal sourcing process. It may rely on consultant networks or external relationships, but this cannot be confirmed from available sources.

Is Banner Investment Consultants structured as a single family office or multi-family office?

The firm's name—Banner Investment Consultants—strongly implies a multi-family office structure, as it uses 'consultants' rather than a family surname. Single-family offices typically bear the family name or a corporate entity related to the wealth origin.

Does Banner Investment Consultants participate in fund commitments or only direct deals?

Public records do not specify whether the firm makes fund commitments, direct co-investments, or both. Given the focus on private credit, real estate, infrastructure, and hedge funds, it likely utilizes a mix of fund investments and direct holdings.

What investment stages does Banner Investment Consultants typically target?

No public documentation specifies a stage preference. The firm's alternative-asset focus suggests it may target later-stage or opportunistic investments in each asset class, but this is speculative.

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.

Where does the underlying wealth come from?

No wealth origin is disclosed for the families served by Banner Investment Consultants. This is typical for multi-family offices that prioritize client anonymity.

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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo