Banner Oak Capital Partners, LP (Dallas)

Banner Oak Capital Partners, LP is a large advisory firm based in Dallas. It manages $3.1 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2016.

Banner Oak Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Banner Oak Capital Partners: assets under management

The assets under management (AUM) of Banner Oak Capital Partners, LP is $3.1 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 229% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.1 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $387.41 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Banner Oak Capital Partners, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Geoffrey D. Osborn serves?

The only and largest group of clients of Geoffrey D. Osborn is pooled investment vehicles with 8 clients and $3.1 billion of assets under management. Among the 8 most similar advisory firms, Banner Oak Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $3.1 billion for 8 clients. None of the firm’s clients are foreign persons or businesses.

Banner Oak Capital Partners also advises several private funds. Namely, eight real estate funds.

Careers at Banner Oak Capital Partners, LP

The company employs 12 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Geoffrey D. Osborn has been acting as President since 1 May 2016. Aaron Fitzgerald Murff joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Banner Oak Capital Gp	General partner	1 May 2016	75% - 100%	81-2644062
Patricia L. Gibson	Chief executive officer	1 May 2016	Other	6027208
Geoffrey D. Osborn	President	1 May 2016	Other	6027212
Scott Thornton	General counsel and chief compliance officer	1 May 2016	Other	6685738
Don Scott Thornton	General counsel and chief compliance officer	1 May 2016	Other	6685738
Mark Mcclanahan	Chief financial officer	1 May 2016	Other	6027209
Aaron Fitzgerald Murff	Limited partner	1 Sep 2016	Other	6715156
Colin Reed Neblett	Limited partner	1 Sep 2016	Other	6715157
Llc Bocp Lp B	Limited partner	1 Jul 2017	25% - 50%	82-2625314
Patricia L. Gibson	Chief executive officer and president	1 Apr 2019	Other	6027208
Aaron Fitzgerald Murff	Executive vice president	1 Apr 2019	Other	6715156
Colin Reed Neblett	Executive vice president	1 Apr 2019	Other	6715157

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Patricia L. Gibson	Member	1 Jul 2016	50% - 75%	6027208
Aaron Fitzgerald Murff	Member	1 Jul 2017	50% - 75%	6715156
Colin Reed Neblett	Member	1 Jul 2017	50% - 75%	6715157
Patricia L. Gibson	Member	1 Jul 2019	50% - 75%	6027208
Aaron Fitzgerald Murff	Member	1 Jul 2019	Other	6715156
Colin Reed Neblett	Member	1 Jul 2019	Other	6715157

Based in Dallas

The principal office where Banner Oak Capital Partners, LP performs its advisory services is located at 5950 Sherry Lane, Dallas, TX 75225, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (214) 466-8860. The normal business hours are 8:30am-5:30pm on Monday - Friday.