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CRD 284367
DALLAS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BANNER OAK ENHANCED CORE VENTURE, LP | Real Estate Fund | $5.4B | Mar 28, 2024 | 2 | Mar 27, 2018 | reported | 021-308061 |
| BANNER OAK CORE VENTURE, LP | Real Estate Fund | $435M | Mar 28, 2024 | 2 | Sep 26, 2017 | reported | 021-292141 |
| BANNER OAK MULTIFAMILY VENTURE II, LP | Real Estate Fund | $403M | Mar 28, 2024 | 2 | Mar 23, 2020 | reported | 021-349148 |
| BANNER OAK INVESTMENT FUND, LP | Real Estate Fund | $274M | Mar 28, 2024 | 2 | Mar 25, 2019 | reported | 021-315235 |
| BANNER OAK MULTIFAMILY ENHANCED CORE VENTURE, LP | Real Estate Fund | $260M | Mar 28, 2024 | 2 | Mar 25, 2019 | reported | 021-332958 |
| BANNER OAK INDUSTRIAL DEVELOPMENT VENTURE II, LP | Real Estate Fund | $54.2M | Mar 28, 2024 | 2 | Mar 23, 2020 | reported | 021-342883 |
| BANNER OAK OPERATING COMPANY FUND, LP | Real Estate Fund | $40.5M | Mar 28, 2024 | 2 | Mar 25, 2019 | reported | 021-310537 |
| AKARD STREET HOLDINGS, L.P. | Real Estate Fund | $27.4M | Mar 28, 2024 | 2 | Oct 7, 2016 | reported | n/a |
| BANNER OAK INDUSTRIAL DEVELOPMENT VENTURE, LP | Real Estate Fund | $5.2M | Mar 28, 2024 | 2 | Mar 30, 2017 | reported | 021-283654 |
| BANNER OAK MULTIFAMILY VENTURE, LP | Real Estate Fund | $1.5M | Mar 27, 2023 | 2 | Sep 26, 2017 | reported | 021-294449 |
| BANNER OAK BOV, LP | Real Estate Fund | $691,437 | Mar 28, 2024 | 2 | Mar 23, 2020 | reported | 021-338164 |
| BANNER OAK INDUSTRIAL ACQUISITIONS VENTURE, LP | Real Estate Fund | $233,460 | Jan 10, 2022 | 2 | Mar 23, 2020 | dropped | 021-347900 |
| BANNER OAK BOV UK, LP | Real Estate Fund | $153,122 | Mar 28, 2024 | 2 | Mar 29, 2022 | reported | 021-396857 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AURORA INVESTMENT MANAGEMENT PTY LIMITED | Trustee | F | yes | 12/2021 | Jan 10, 2022 | Mar 28, 2024 |
| AURORA TRUST | Member | E | yes | 12/2021 | Jan 10, 2022 | Mar 28, 2024 |
| BANNER OAK CAPITAL GP, LLC | GENERAL PARTNER | Na | yes | 05/2016 | Jul 19, 2016 | Mar 28, 2024 |
| BOCP LP-B, LLC | LIMITED PARTNER | D | yes | 07/2017 | Sep 26, 2017 | Mar 28, 2024 |
| GIBSON, PATRICIA, L. | CHIEF EXECUTIVE OFFICER AND PRESIDENT | Na | yes | 04/2019 | Jul 19, 2016 | Mar 28, 2024 |
| GIBSON, PATRICIA, L. | Member | D | yes | 05/2016 | Jul 19, 2016 | Mar 28, 2024 |
| GIBSON, PATRICIA, L. | Member | D | yes | 07/2019 | Jul 19, 2016 | Mar 28, 2024 |
| Murff, Aaron, Fitzgerald | EXECUTIVE VICE PRESIDENT | Na | yes | 04/2019 | Oct 7, 2016 | Mar 28, 2024 |
| Murff, Aaron, Fitzgerald | Member | C | yes | 07/2019 | Oct 7, 2016 | Mar 28, 2024 |
| Murff, Aaron, Fitzgerald | Member | C | yes | 07/2017 | Oct 7, 2016 | Mar 28, 2024 |
| Neblett, Colin, Reed | Member | C | yes | 07/2019 | Oct 7, 2016 | Mar 28, 2024 |
| Neblett, Colin, Reed | Member | C | yes | 07/2017 | Oct 7, 2016 | Mar 28, 2024 |
| Neblett, Colin, Reed | EXECUTIVE VICE PRESIDENT | Na | yes | 04/2019 | Oct 7, 2016 | Mar 28, 2024 |
| PACIFIC CURRENT GROUP LIMITED | Unitholder | D | yes | 12/2021 | Jan 10, 2022 | Mar 28, 2024 |
| MCCLANAHAN, MARK | CHIEF FINANCIAL OFFICER | Na | no | 05/2016 | Sep 26, 2017 | Mar 28, 2024 |
| NORTHERN LIGHTS MIDCO, LLC | LIMITED PARTNER | C | no | 12/2021 | Jan 10, 2022 | Mar 28, 2024 |
| THORNTON, DON, SCOTT | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | Na | no | 05/2016 | Jul 19, 2016 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BANNER OAK ASH GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| BANNER OAK BOV GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| BANNER OAK BOV UK GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| BANNER OAK CMF GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| BANNER OAK ECV GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| BANNER OAK IDV GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| BANNER OAK IDV II GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| BANNER OAK IF GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| BANNER OAK MECV GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| BANNER OAK MFV II GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| BANNER OAK OCF GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $4.5B | $4.5B | 9 | 6 | 0 | 9 | n/a |
| 2024 | Mar 27, 2025 | $4.8B | $4.8B | 11 | 8 | 0 | 10 | n/a |
| 2023 | Mar 28, 2024 | $6.9B | $6.9B | 12 | 9 | 0 | 11 | $6.9B |
| 2022 | Mar 27, 2023 | $7.2B | $7.2B | 13 | 9 | 0 | 12 | $7.2B |
| 2021 | Mar 29, 2022 | $6.0B | $6.0B | 14 | 10 | 0 | 12 | $6.0B |
| 2020 | Mar 25, 2021 | $4.2B | $4.2B | 12 | 9 | 0 | 12 | $4.2B |
| 2019 | Mar 23, 2020 | $4.9B | $4.9B | 13 | 10 | 0 | 12 | $4.9B |
| 2018 | Mar 25, 2019 | $3.1B | $3.1B | 12 | 9 | 0 | 8 | $3.1B |
| 2017 | Mar 27, 2018 | $1.4B | $1.4B | 9 | 6 | 0 | 5 | $1.4B |
| 2016 | Mar 30, 2017 | $1.1B | $1.1B | 9 | 6 | n/a | 2 | $811M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.5B | $4.8B | -7.4% | $7.2B | -15.0% | 9 | 11 | 0 | 0 |