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BANYAN ALPHA INVESTMENT L.P.

SOUTH SAN FRANCISCO, CA · CRD 311857 · IAPD ↗ · banyanalpha.com · 650-254-6608

$751.9MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — BANYAN ALPHA INVESTMENT L.P. crossed $500M in regulatory AUM ($433.9M -> $751.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
57
August 2025 — BANYAN ALPHA INVESTMENT L.P. reported RAUM up 70% ($254.9M -> $433.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — BANYAN ALPHA INVESTMENT L.P. now reports 1 private fund(s) ($14.3M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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