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Banner Ridge Partners

SEC-registered adviser since 2019New York, NYCRD 304928

$15.3B
AUM
35
Clients
See fees
Fee
19
Advisory staff

From Form ADV filed 13 July 2026 · data retrieved 15 October 2026SEC record

Banner Ridge Partners is an investment adviser headquartered in New York, New York, and registered with the SEC since 2019. Its clients include pooled investment vehicles and investment companies.

Its services include portfolio management for investment companies, portfolio management for pooled vehicles and pension consulting. Fee arrangements include a percentage of assets under management, performance-based fees and other arrangements. Banner Ridge Enterprise Holdco, LP owns 75% or more of Banner Ridge Partners.

Clients

Banner Ridge Partners serves 35 clients, 34 of them pooled investment vehicles. The average client has about $438 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles34 clients100%
Show client breakdown
Investment companies
Clients
1
Regulatory AUM
$0
Share
0.0%
Avg. per client
$0
Pooled investment vehicles
Clients
34
Regulatory AUM
$15,322,686,309
Share
100.0%
Avg. per client
$450.7M

Total

Clients
35
Regulatory AUM
$15,322,686,309
Share
100%
Avg. per client
$437.8M

What it does

Banner Ridge Partners provides portfolio management for investment companies, portfolio management for pooled vehicles and pension consulting. It is paid through a percentage of assets, performance-based fees and other arrangements.

Banner Ridge Partners advises 16 private funds.

100.0% of assets ($15.32B across 34 accounts) are managed with discretion. 25% of clients are outside the U.S., and 1 clients received advice without assets under management last fiscal year.

Custodians

Banner Ridge Partners has custody of $15.32B for 34 clients.

Managed account assets by custodian
  • All other custodians$15.32B100%

Ownership and leadership

Banner Ridge Enterprise Holdco, LP owns 75% or more of Banner Ridge Partners.

Who owns the firm
Banner Ridge Partners, LP· the adviser

  • Banner Ridge Enterprise Holdco, LP

    since February 2024

    Owns 75% or more of Banner Ridge Partners, LP

Leadership

  • Scott Halper
    Chief Compliance Officer, Partner
  • Anthony Cusano
    Managing Partner
  • Christopher Driessen
    Partner

Staff

  • 27 employees
  • 19 in advisory functions

Fees

Banner Ridge Partners is paid through a percentage of assets under management, performance-based fees and other.

Banner Ridge Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Banner Ridge Partners has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

New York · 1 listed address

  • 641 Lexington Ave, Floor 31, New YorkHQ

Registration details

Legal name
Banner Ridge Partners, LP
Headquarters
641 Lexington Ave, Floor 31, New York, NY 10022
Phone
212-301-7135
Website
www.bannerridge.com
SEC file
801-117167
Structure
Delaware limited partnership
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Banner Ridge Partners have?

Banner Ridge Partners has 35 clients and manages $15.3 billion for them, as of July 2026. They include 34 pooled investment vehicles and 1 investment companies.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 July 2026

What services does Banner Ridge Partners offer?

Banner Ridge Partners provides portfolio management for investment companies, portfolio management for pooled vehicles and pension consulting.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Banner Ridge Partners have?

Banner Ridge Partners has 0 investment adviser representatives registered with state securities authorities, out of 27 employees, and 19 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Banner Ridge Partners?

Banner Ridge Partners is owned through a chain of holding companies by Anthony Cusano and Christopher Driessen. Its direct owner is Banner Ridge Enterprise Holdco, LP (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 13 July 2026

How does Banner Ridge Partners get paid?

Banner Ridge Partners is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 13 July 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 304928.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Banner Ridge Partners, LP and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.