9AT: BANYAN TREE ASSET MANAGEMENT, LLC

Adviser Profile

As of Date	04/30/2026
Registration	SEC, Approved, 08/22/2013
ADV Location	TORRANCE, CA, United States
Contact Info	310 xxxxxxx
Websites

AUM^*	1,032,525,505 -3%
of that, discretionary	1,032,525,505 -3%
Number of Employees	5
of those in investment advisory functions	4
Private Fund GAV^*	0
Avg Account Size	10,535,975 -6%
% High Net Worth	97.87% 0%
SMA’s	Yes
Private Funds	1 1

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

	Count	GAV
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Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser FORTHRIGHT FAMILY WEALTH ADVISORY LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM191.2m	#Funds-
Adviser FIDELIS CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.3b	#Funds-
Adviser SALEM PARTNERS WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.5b	#Funds-
Adviser SIVIA CAPITAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund192.9k	Total Private Fund GAV192.9k	AUM1.2b	#Funds1
Adviser EJL ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM36.2m	#Funds-
Adviser FLEISHER, MARTIN	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM180.1m	#Funds-
Adviser HEDGES ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM178.0m	#Funds-
Adviser HAMPSHIRE FAMILY OFFICE	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM865.6m	#Funds-
Adviser THE CONNEMARA GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM236.2m	#Funds-
Adviser CONFIDENTIAL MANAGEMENT ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM161.9m	#Funds-

Brochure Summary

Overview

Banyan Tree Asset Management, LLC (“BTAM,” “we,” “our,” or “us”) is a limited liability company organized under the laws of the State of Delaware. Kenneth Naehu founded the firm in August 2013 and is its principal owner. The firm’s office is located in Torrance, California. BTAM is an SEC-registered investment adviser. BTAM specializes in delivering fixed income investment management strategies to ultra-high net worth individuals and institutions. Investment Advisory Services We specialize in the discretionary management of fixed income portfolios based on the specific needs and objectives of each client. As such, our clients typically have made independent decisions with respect to their unique risk-adjusted asset allocation and have engaged BTAM to manage all or part of their assets allocated to fixed income. Under appropriate circumstances,

we may employ leverage in connection with pursuing our investment strategy, including margin transactions and short sales. (See description of these activities below under Investment Strategies.) Since we advise clients based on their own unique needs and objectives, it is important to notify us promptly if there are any changes in your financial situation or investment objectives that would impact our activities on your behalf. Whenever possible, we will accommodate reasonable client-imposed restrictions on investing in securities for their portfolios. BTAM also provides investment management services through pooled investment vehicles structured as Delaware limited partnerships. We do not offer accounting, financial planning, legal or tax advice and BTAM is not qualified to do so. As of December 31, 2023, BTAM managed discretionary assets of $ 1,059,168,309.

BANYAN TREE ASSET MANAGEMENT, LLC

BANYAN TREE ASSET MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview

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BANYAN TREE ASSET MANAGEMENT, LLC BANYAN TREE ASSET MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview

BANYAN TREE ASSET MANAGEMENT, LLC

BANYAN TREE ASSET MANAGEMENT, LLC