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BANNER RIDGE PARTNERS

NEW YORK, NY · CRD 304928 · IAPD ↗ · (212) 301-7135

$15.32BRegulatory AUM
19Advisory reps
27Employees
1Clients
n/aPlanning clients
16Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — BANNER RIDGE PARTNERS reported RAUM up 81% ($8.46B -> $15.32B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — BANNER RIDGE PARTNERS grew from 15 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
59
April 2024 — BANNER RIDGE PARTNERS reported RAUM up 71% ($4.25B -> $7.27B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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