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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BANYAN GLOBAL INVESTMENT ADVISORS, LLC

CRD 283264

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:48d4cfda-e894-a70c-fd59-f8f42840130b

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 6
On other graphs: 1
Observed: Mar 16, 2016 to Mar 30, 2026
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Banyan Global Investment Advisors, LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $162MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $162M
Private client RAUM: $157MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $81.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 250
Individual clients: 62
High net worth clients: 61
SEC number: 801-107482
CRD: 283264
Filings on the tape: 22
First filed: Mar 16, 2016
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, FL
Website: bgiadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANIEL HARRY REICH	n/a	BOCA RATON, FL \| PRAIRIE VILLAGE, KS \| Boca Raton, FL	3	32	3	no
DAVID RICHARD HOFER	n/a	BOCA RATON, FL \| Davie, FL \| PRAIRIE VILLAGE, KS	1	34	6	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
REICH, DANIEL, HARRY	MANAGING MEMBER	E	yes	03/2013	Mar 16, 2016	Nov 11, 2024
RAMIREZ, KATHERINE, NMN	CHIEF COMPLIANCE OFFICER	Na	no	01/2022	Jan 7, 2022	Nov 11, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$162M	$162M	4	2	0	n/a	n/a
2024	Mar 31, 2025	$151M	$151M	4	2	0	n/a	n/a
2023	Mar 13, 2024	$168M	$0	4	2	0	n/a	n/a
2022	Mar 31, 2023	$148M	$0	4	2	0	n/a	n/a
2021	Mar 3, 2022	$166M	$0	5	2	0	n/a	n/a
2020	Mar 31, 2021	$181M	$181M	4	3	0	n/a	n/a
2019	Mar 12, 2020	$208M	$208M	4	2	0	n/a	n/a
2018	Feb 28, 2019	$196M	$196M	4	2	0	n/a	n/a
2017	Feb 27, 2018	$190M	$190M	4	2	0	n/a	n/a
2016	Feb 21, 2017	$164M	$164M	4	2	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$162M	$151M	7.2%	$148M	3.1%	4	4	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BANYAN GLOBAL INVESTMENT ADVISORS, LLC	2	Apr 28, 2016	Apr 25, 2023	BOCA RATON, FL	Channel change	Other	100.0%

Relationships

Registered with (4)

← DAVID RICHARD HOFERAdvisorregistration: current employment
Feb 13, 2025 to presentfactForm ADV
← DANIEL HARRY REICHAdvisorregistration: current employment
Apr 25, 2023 to presentfactForm ADV
← BECKY LIGHTMANAdvisorregistration: previous registration
Jan 13, 2021 to Oct 8, 2024factForm ADV
← LORI ANN FERNICOLAAdvisorregistration: previous registration
Apr 5, 2016 to Jun 16, 2021factForm ADV

Controls (1)

← REICH, DANIEL, HARRYOwnerMANAGING MEMBER, ownership code E, individual
Mar 16, 2016 to Nov 11, 2024factForm ADV

Owns (1)

← RAMIREZ, KATHERINE, NMNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 7, 2022 to Nov 11, 2024factForm ADV

Moved with (1)

← BANYAN GLOBAL INVESTMENT ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Apr 28, 2016 to Apr 25, 2023factForm ADV

Dated events

Occurred
Oct 8, 2024
Advisor changed firm
Becky Lightman left Banyan Global Investment Advisors, Llc for Bison Wealth, Llc (registered 2024-10-08)
Form ADVobserved 4 days ago
Occurred
Jan 7, 2022
Control person left
Amy Kavita Rajoo (Chief Compliance Officer & Chief Of Operations) no longer on Schedule A of Banyan Global Investment Advisors, Llc (listed 2021-08-03, absent 2022-01-07)
Form ADVobserved 4 days ago
Occurred
Jan 7, 2022
Control person joined
Katherine Ramirez (Chief Compliance Officer) appeared on Schedule A of Banyan Global Investment Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Aug 3, 2021
Control person joined
Amy Kavita Rajoo (Chief Compliance Officer & Chief Of Operations) appeared on Schedule A of Banyan Global Investment Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Mar 16, 2016
Succession filed (Item 4)
Banyan Global Investment Advisors, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Mar 16, 2016
First Form ADV filing
Banyan Global Investment Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:48d4cfda-e894-a70c-fd59-f8f42840130b
First observed: Mar 16, 2016
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BANYAN GLOBAL INVESTMENT ADVISORS, LLC

CRD 283264

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:48d4cfda-e894-a70c-fd59-f8f42840130b

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANIEL HARRY REICH

n/a

BOCA RATON, FL | PRAIRIE VILLAGE, KS | Boca Raton, FL

DAVID RICHARD HOFER

n/a

BOCA RATON, FL | Davie, FL | PRAIRIE VILLAGE, KS

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

REICH, DANIEL, HARRY

MANAGING MEMBER

yes

03/2013

Mar 16, 2016

Nov 11, 2024

RAMIREZ, KATHERINE, NMN

CHIEF COMPLIANCE OFFICER

01/2022

Jan 7, 2022

Nov 11, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$162M

n/a

2024

Mar 31, 2025

$151M

n/a

2023

Mar 13, 2024

$168M

n/a

2022

Mar 31, 2023

$148M

n/a

2021

Mar 3, 2022

$166M

n/a

2020

Mar 31, 2021

$181M

n/a

2019

Mar 12, 2020

$208M

n/a

2018

Feb 28, 2019

$196M

n/a

2017

Feb 27, 2018

$190M

n/a

2016

Feb 21, 2017

$164M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$162M

$151M

7.2%

$148M

3.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BANYAN GLOBAL INVESTMENT ADVISORS, LLC

Apr 28, 2016

Apr 25, 2023

BOCA RATON, FL

Channel change

Other

100.0%