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BANTA ASSET MANAGEMENT LP
CRD 142987 · SEC 801-67519
517 30TH STREET, NEWPORT BEACH, CA, 92663, United States
Phone
949-673-9944
Fax
949-673-9955
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.7M
Discretionary AUM
$128.7M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Partnership
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $58.0M |
| High net worth individuals | 63 | $69.4M |
States served
CA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD