BANTAM INC.

BANTAM INC. of STAATSBURG, NY is an SEC-registered investment adviser (CRD 288075). Regulatory assets under management: $30.5M.

Registration

• CRD: 288075
• SEC file number: 801-118447
• Type: Registered investment adviser
• Location: 107 EAST MEADOWBROOK LANE, STAATSBURG, NY, 12580
• Phone: (845) 605-1007
• Latest filing: 2026-03-09
• Regulatory AUM: $30.5M
• Discretionary AUM: $29.5M
• Non-discretionary AUM: $1.0M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288075 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search