Bannerstone Capital Management, LLC is an adviser based in Deephaven. It manages $82.09 million of regulatory assets for 441 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Minnesota.
Bannerstone Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bannerstone Capital Management, LLC is $82.09 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 228% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Bannerstone Capital Management, LLC for their services and products based on a percentage of assets under management. 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.
The principal office where Bannerstone Capital Management, LLC performs its advisory services is located at 18258 Minnetonka Blvd, Deephaven, MN 55391, 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 952-249-8888 or by fax 952-249-8891. The normal business hours are 8:30 am to 4 p.m. on Monday - Friday. You can find more information about the New York firm at bannerstonecapital.com/.