SourcingSourcing

BANNER OAK CAPITAL PARTNERS, LP

C41
CRD 284367·SEC 801-108175·DALLAS, TX
AUM
$4.46B
$1B+
Est. Revenue
$44.6M
@ 1% on AUM
Est. EBITDA
$13.4M
@ 30% margin
Est. Deal Value
$107.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BANNER OAK CAPITAL PARTNERS, LP
CRD
284367
SEC file #
801-108175
EIN
—
DBA names
—

Economics

AUM
$4.46B
AUM band
$1B+
AUM trajectory
'20'26
$3.10B → $4.46B▲ +44%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
9
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
9 advisors → 6 advisors▼ -33%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
banneroak.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOCP LP-B, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
BOCP LP-B, LLC
BANNER OAK CAPITAL GP, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BANNEROAK.COM
Rdap Domain Creation Date
2016-05-24T21:32:05Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
17
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-05-24T21:32:05Z
Rdap Domain Last Changed
2022-09-22T00:51:28Z
Rdap Nameservers
Ns29.domaincontrol.comNs30.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
GIBSON, PATRICIA, L.
Executive Officer · 2.5%
6027208
MCCLANAHAN, MARK
Executive Officer · 2.5%
6027209
Murff, Aaron, Fitzgerald
Executive Officer · 2.5%
6715156
Neblett, Colin, Reed
Executive Officer · 2.5%
6715157
THORNTON, DON, SCOTT
Executive Officer · 2.5%
6685738