← Tributary

BANNER OAK CAPITAL PARTNERS, LP

DALLAS, TX · CRD 284367 · IAPD ↗ · banneroak.com · (214) 466-8860

$4.46BRegulatory AUM
6Advisory reps
9Employees
0Clients
n/aPlanning clients
9Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — BANNER OAK CAPITAL PARTNERS, LP shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2025 — BANNER OAK CAPITAL PARTNERS, LP reported RAUM down 30% ($6.87B -> $4.82B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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