BANTA ASSET MANAGEMENT LP of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 142987). Regulatory assets under management: $128.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Stephen Matthew Banta | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Mark David Banta | TRUSTEE | — |
| Kimberle Malone Banta | TRUSTEE | — |
| Pamela George Banta | TRUSTEE | — |
| Michael Beale Banta | TRUSTEE | — |
| Sara Warmington Banta | TRUSTEE | — |
| BANTA STEPHEN MATTHEW | CHIEF COMPLIANCE OFFICER; LIMITED PARTNER/CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| BANTA DAVID DONALD | LIMITED PARTNER; PRINCIPAL | — |
| BANTA MARK DAVID | CO-TRUSTEE; LIMITED PARTNER; PRINCIPAL (+1 more) | — |
| BANTA MICHAEL BEALE | LIMITED PARTNER; MANAGING MEMBER; MEMBER (+1 more) | — |
| BANTA KIMBERLE MALONE | CO-TRUSTEE; TRUSTEE | — |
| BANTA PAMELA GEORGE | TRUSTEE | — |
| BANTA SARA WARMINGTON | TRUSTEE | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (949) 673-9944 |
| — | — | 1 | (949) 673-9944 |