# Banta Asset Management

Banta Asset Management is a Bank / Wealth / Trust based in Newport Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** Newport Beach, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** www.bantaassetmanagement.com

## Regulatory record

- **CRD number:** 142987
- **SEC file number:** 801-67519
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-11T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142987

## About

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.

## 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.

## Related profiles

- [Bansk Group](https://altss.com/profile/bansk-group)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/banta-asset-management

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