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BANYAN TREE ADVISORS PVT. LTD.

BANGALORE, India · CRD 340434 · IAPD ↗ · banyantreeadvisors.com · +91-8046428500

$561.5MRegulatory AUM
21Advisory reps
56Employees
0Clients
0Planning clients
1Private funds
9States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

68
September 2026 — BANYAN TREE ADVISORS PVT. LTD. (BANGALORE, India) is newly SEC-registered with $561.5M RAUM and 21 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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