Banner Oak Capital Partners manages investments for private investment funds offered to qualified investors. These funds invest in real estate operating and development companies, real estate assets alongside those companies, or directly in real estate. Banner Oak identifies and evaluates investment opportunities, negotiates terms, manages investments, and seeks profitable exits. Investment advice is provided to the funds, not individual investors.
Assets Under Management$4.8B
Clients10
AdvisorsN/A
Avg. per Client$480M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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