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RIA · CRD 147447SEC-Registered

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Bannerstone Capital

BANNERSTONE CAPITAL is an SEC-registered investment adviser in WAYZATA, MN, registered since 2025. The firm manages approximately $155 million in regulatory...

Overview

BANNERSTONE CAPITAL is an SEC-registered investment adviser in WAYZATA, MN, registered since 2025. The firm manages approximately $155 million in regulatory assets. It has 3 employees and 3 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Wayzata

Corporate office

McLean, VA, United States

Principals

Daniel S. Sullivan

Managing Partner

Sector focus

Private EquityVenture CapitalReal AssetsPrivate Credit

Frequently asked questions

Who leads investment decisions at Bannerstone Capital?

Managing Partner Daniel S. Sullivan leads Bannerstone Capital and oversees all investment decisions. Sullivan has been the firm's public face and directs its private equity and venture capital activities (public record).

What types of investments does Bannerstone Capital make?

Bannerstone makes direct investments and co-investments across private equity, venture capital, real assets, and private credit. The firm targets middle-market companies in North America, with select European deals.

Where is Bannerstone Capital headquartered?

The firm is headquartered in McLean, Virginia, in the Washington, D.C. metropolitan area. It does not operate additional publicly disclosed offices.

What is the known wealth origin behind Bannerstone Capital?

The wealth origin of Bannerstone Capital is not publicly disclosed. The firm does not tie itself to a specific family fortune in public filings or its website.

Does Bannerstone Capital participate in fund commitments or only direct deals?

Bannerstone primarily makes direct investments and co-investments alongside other firms. The firm does not appear to commit to external funds as a limited partner, though its structure allows for flexibility.

How does Bannerstone Capital source deal flow?

Bannerstone sources deal flow through its network of intermediaries, direct relationships with company management, and partnerships with other family offices and private equity firms. The firm's team evaluates opportunities sourced from its professional network.

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