← Tributary

BANTA ASSET MANAGEMENT LP

NEWPORT BEACH, CA · CRD 142987 · IAPD ↗ · bantaassetmanagement.com · 949-673-9944

$128.7MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
August 2025 — BANTA ASSET MANAGEMENT LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.