Banner Oak Capital Partners

Real Estate SEC-registered adviser

Legal name: Banner Oak Capital Partners, LP

Dallas, TX Website

AUM

$4.5B
Regulatory AUM

Private funds

9
Real Estate 9

Private fund assets

$4.5B
Gross asset value

Employees

9

Last Form D raise

Sep 2019
Most recent fund filing

From SEC Form ADV filing (filed Mar 26, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

P
Chief Executive Officer and President

Funds(9)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Banner Oak Multifamily Venture II, LPReal Estate$130.7M$200.0M1Sep 2019Cold
Banner Oak Industrial Development Venture II, LPReal Estate$25.5M$380.0M1Jun 2019Cold
Banner Oak Multifamily Enhanced Core Venture, LPReal Estate$338.5M$200.0M1Feb 2019Cold
Banner Oak Investment Fund, LPReal Estate$223.4M$500.0M1Jun 2018Cold
Banner Oak Operating Company Fund, LPReal Estate$23.0M$300.0M1Apr 2018Cold
Banner Oak Enhanced Core Venture, LPReal Estate$3.7B$200.0M1Mar 2018Cold
Banner Oak Core Venture, LPReal Estate$41.5M$100.0M1Aug 2017Cold
Banner Oak Industrial Development Venture, LPReal Estate$5.7M$300.0M2Mar 2017Cold
Akard Street Holdings, L.P.Real Estate$6.3M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
284367
SEC file number
801-108175

Sources