BANNER OAK CAPITAL PARTNERS, LP

DALLAS, Texas·6 registered advisors·CRD# 284367
SEC# 801-1081750(214) 466-8860
01

Firm Overview

AUM
$6.9B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: REAL ESTATE ASSET ACQUISITION FEES
03

Specialties

Retirement Planning
04

Advisors at BANNER OAK CAPITAL PARTNERS, LP

6 registered advisors
Aaron Fitzgerald Murff
DALLAS, Texas
Colin Reed Neblett
DALLAS, Texas
Don Scott Thornton
DALLAS, Texas
Geoffrey D. Osborn
DALLAS, Texas
Mark Mcclanahan
DALLAS, Texas
Patricia L. Gibson
DALLAS, Texas
05

Office Locations

DALLAS, Texas
6 advisors

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Data sourced from SEC Form ADV filings. BANNER OAK CAPITAL PARTNERS, LP (CRD# 284367) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.