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Bank / Wealth / TrustRIA · CRD 142987SEC-Registered

Updated:

Banta Asset Management

Banta Asset Management is an SEC-registered investment adviser in Newport Beach, CA, registered since 2007. The firm manages $129 million in assets.

Overview

Banta Asset Management is an SEC-registered investment adviser in Newport Beach, CA, registered since 2007. The firm manages $129 million in assets. It has 4 employees and 3 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2007

Location

Region

North America

Country

United States

City

Newport Beach

Corporate office

Newport Beach, United States

Frequently asked questions

Who runs investment decisions at Banta Asset Management?

No named principals or investment committee members are identified in available records.

What asset classes does Banta Asset Management deploy into?

No specific asset classes or deployment details are documented.

Does Banta Asset Management participate in fund commitments or direct deals?

No information on fund commitments, direct deals, or co-investments is available.

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