{"url":"https://nivawealth.com/firms/banner-ridge-partners-304928","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/304928","regulatoryAum":15322686309,"crd":"304928","secFileNumber":"801-117167","legalName":"Banner Ridge Partners, LP","displayName":"Banner Ridge Partners","website":"https://www.bannerridge.com/","linkedinUrl":"https://www.linkedin.com/company/bannerridge/about/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"641 Lexington Ave, Floor 31","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10022"},"tradeNames":[],"registration":{"secApproved":"12 August 2019","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":27,"advisory":19,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":15322686309,"discretionaryAccounts":34,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":25,"nonAumClients":1},"clientTypes":[{"label":"Investment companies","clients":1,"regulatoryAum":0},{"label":"Pooled investment vehicles","clients":34,"regulatoryAum":15322686309}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Banner Ridge Partners has custody of $15.32B for 34 clients.","otherCustodians":[],"leadership":[{"name":"Scott Halper","title":"Chief Compliance Officer, Partner","crd":"6558241"},{"name":"Anthony Cusano","title":"Managing Partner","crd":"5420694"},{"name":"Christopher Driessen","title":"Partner","crd":"5596389"}],"ownership":[{"label":"Banner Ridge Enterprise Holdco, LP","detail":"Limited partner in the 75% or more ownership band, since February 2024."},{"label":"Anthony Cusano","detail":"Indirect owner: a managing member of Banner Ridge LLC in the 75% or more band and a control person, since June 2019. Also a limited partner of Banner Ridge Enterprise Holdco, LP in the 50% to 75% band and a control person, since February 2024.","parent":"Banner Ridge LLC"},{"label":"Banner Ridge Holdco GP, LLC","detail":"Indirect owner: general partner of Banner Ridge Enterprise Holdco, LP and a control person, since February 2024.","parent":"Banner Ridge Enterprise Holdco, LP"},{"label":"Banner Ridge LLC","detail":"Indirect owner: general partner of Banner Ridge Holdco GP, LLC and a control person, since February 2024.","parent":"Banner Ridge Holdco GP, LLC"},{"label":"Christopher Driessen","detail":"Indirect owner: a limited partner of Banner Ridge Enterprise Holdco, LP in the 25% to 50% band and a control person, since February 2024.","parent":"Banner Ridge Enterprise Holdco, LP"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"641 Lexington Ave, Floor 31","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-301-7135","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Pension consulting services"],"financialPlanningClients":null,"assetMix":[],"privateFunds":16},"sources":{"adv1FilingDate":"13 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/304928/PDF/304928.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Banner Ridge Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Banner Ridge Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Banner Ridge Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Banner Ridge Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Banner Ridge Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}