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, a California-based limited partnership, employs a team of four individuals, three of whom are professional advisors, although the number of clients they serve is unknown. The SEC has approved their registration status as of January 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
-
THE STEPHEN AND PAMELA BANTA FAMILY TRUST U/A DTD 06/16/2015
MANAGING MEMBER owns more than 25% but less than 50%