Banner Oak Capital Partners, Lp
- Regulatory AUM
- $4.5B
- Discretionary
- $4.5B
- Clients
- 9
- Avg AUM / client
- $495M
- Accounts
- 9
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $4.5B | 100.0% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $6.9B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Banner Oak Enhanced Core Venture, Lp | Real Estate Fund | Delaware | $5.4B | 2 |
| Banner Oak Core Venture, Lp | Real Estate Fund | Delaware | $435M | 2 |
| Banner Oak Multifamily Venture Ii, Lp | Real Estate Fund | Delaware | $403M | 2 |
| Banner Oak Investment Fund, Lp | Real Estate Fund | Delaware | $274M | 2 |
| Banner Oak Multifamily Enhanced Core Venture, Lp | Real Estate Fund | Delaware | $260M | 2 |
| Banner Oak Industrial Development Venture Ii, Lp | Real Estate Fund | Delaware | $54.2M | 2 |
| Banner Oak Operating Company Fund, Lp | Real Estate Fund | Delaware | $40.5M | 2 |
| Akard Street Holdings, L.P. | Real Estate Fund | Delaware | $27.4M | 2 |
| Banner Oak Industrial Development Venture, Lp | Real Estate Fund | Delaware | $5.2M | 2 |
| Banner Oak Bov, Lp | Real Estate Fund | Delaware | $691K | 2 |
| Banner Oak Bov Uk, Lp | Real Estate Fund | United Kingdom | $153K | 2 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gibson, Patricia, L. | Chief Executive Officer And President | May 2016 (10y) | ≈ 0% – 3.75% via Banner Oak Capital Gp, Llc | |
| Mcclanahan, Mark | Chief Financial Officer | May 2016 (10y) | Less than 5% | |
| Thornton, Don, Scott | General Counsel And Chief Compliance Officer | May 2016 (10y) | Less than 5% | |
| Murff, Aaron, Fitzgerald | Member | Jul 2017 (9y) | ≈ 12.5% – 37.5% via Bocp Lp B, Llc | |
| Neblett, Colin, Reed | Member | Jul 2017 (9y) | ≈ 12.5% – 37.5% via Bocp Lp B, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bocp Lp B, Llc | Limited Partner | Jul 2017 | A | 50% – 75% |
| Northern Lights Midco, Llc | Limited Partner | Dec 2021 | A | 25% – 50% |
| Banner Oak Capital Gp, Llc | General Partner | May 2016 | A | Less than 5% |
| Aurora Trust | Member | Dec 2021 | B | ≈ 18.75% – 50% via Northern Lights Midco, Llc |
| Pacific Current Group Limited | Unitholder | Dec 2021 | B | ≈ 9.38% – 37.5% via Aurora Trust |
| Aurora Investment Management Pty Limited | Trustee | Dec 2021 | B | GP / trustee / elected manager of Aurora Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gibson, Patricia, L.: 50% – 75% of Banner Oak Capital Gp, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Murff, Aaron, Fitzgerald: 25% – 50% of Bocp Lp B, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Neblett, Colin, Reed: 25% – 50% of Bocp Lp B, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Aurora Trust: 75% – 100% of Northern Lights Midco, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Pacific Current Group Limited: 50% – 75% of Aurora Trust × 75% – 100% of Northern Lights Midco, Llc × 25% – 50% direct ≈ 9.38% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (11, $6.9B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Banner Oak Enhanced Core Venture, Lp | Real Estate Fund | $5.4B | $0 | 2 |
| Banner Oak Core Venture, Lp | Real Estate Fund | $435M | $0 | 2 |
| Banner Oak Multifamily Venture Ii, Lp | Real Estate Fund | $403M | $0 | 2 |
| Banner Oak Investment Fund, Lp | Real Estate Fund | $274M | $0 | 2 |
| Banner Oak Multifamily Enhanced Core Venture, Lp | Real Estate Fund | $260M | $0 | 2 |
| Banner Oak Industrial Development Venture Ii, Lp | Real Estate Fund | $54.2M | $0 | 2 |
| Banner Oak Operating Company Fund, Lp | Real Estate Fund | $40.5M | $0 | 2 |
| Akard Street Holdings, L.P. | Real Estate Fund | $27.4M | $0 | 2 |
| Banner Oak Industrial Development Venture, Lp | Real Estate Fund | $5.2M | $0 | 2 |
| Banner Oak Bov, Lp | Real Estate Fund | $691K | $0 | 2 |
| Banner Oak Bov Uk, Lp | Real Estate Fund | $153K | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 2.85 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • REAL ESTATE ASSET ACQUISITION AND DISPOSTION FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗