Banta Asset Management LP
Legal Name: BANTA ASSET MANAGEMENT LP
Full Contact Details
Banta Asset Management LP
517 30TH STREET, NEWPORT BEACH, CA
949-673-9944
949-673-9955
Other Info
Banta Asset Management LP is legally known as BANTA ASSET MANAGEMENT LP. It is a CA Limited Partnership. This firm has 4 employees, of which 3 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 29, 2007.
Banta Asset Management
Banta Asset Management 517 30th Street Newport Beach, California 92663 Telephone: 949-673-9944 Fax: 949-673-9955 [email protected] Form CRS
Direct Owners
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BANTA CAPITAL MANAGEMENT, LLC
GENERAL PARTNER owns less than 5%
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BANTA FAMILY TRUST U/A/D 12/01/02
LIMITED PARTNER owns more than 25% but less than 50%
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M BANTA & S BANTA TTEE MICHAEL & SARA BANTA TRUST U/A DTD 08/19/2004
LIMITED PARTNER owns more than 25% but less than 50%
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STEPHEN MATTHEW BANTA
CHIEF COMPLIANCE OFFICER owns less than 5%
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THE STEPHEN AND PAMELA BANTA FAMILY TRUST U/A DTD 06/16/2015
LIMITED PARTNER owns more than 25% but less than 50%
Indirect Owners
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BANTA FAMILY TRUST U/A/D 12/01/02
MANAGING MEMBER owns more than 25% but less than 50%
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DAVID & STEPHANIE BANTA FAMILY TRUST U/A/D 09/29/1997
MANAGING MEMBER owns more than 25% but less than 50%
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KIMBERLE MALONE BANTA
TRUSTEE
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M BANTA & S BANTA TTEE MICHAEL & SARA BANTA TRUST U/A DTD 08/19/2004
MANAGING MEMBER
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MARK DAVID BANTA
TRUSTEE
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MICHAEL BEALE BANTA
TRUSTEE
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PAMELA GEORGE BANTA
TRUSTEE
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SARA WARMINGTON BANTA
TRUSTEE
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STEPHEN MATTHEW BANTA
TRUSTEE
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THE STEPHEN AND PAMELA BANTA FAMILY TRUST U/A DTD 06/16/2015
MANAGING MEMBER owns more than 25% but less than 50%