Banner Oak Capital Partners, Lp

Banner Oak Capital Partners, LP, established in 2016 and based in Dallas, Texas, provides discretionary investment advisory services to investment funds, focusing on real estate assets. The firm's Principals are Patricia L. Gibson, Aaron Murff, and Colin Neblett. As of December 31, 2024, Banner Oak managed $4,816,888,765.00 in regulatory assets under management for the Funds. The firm typically receives management fees, carried interest distributions, and acquisition fees in connection with its advisory services. Investors in the Funds may include institutional investors, high net worth individuals, and foundations, with varying minimum initial investment requirements. Banner Oak's investment strategies include investing in real estate operating companies, real estate assets, and co-investment vehicles. The firm's investment philosophy involves active management, value creation, and risk assessment. Risks associated with investments include market conditions, leverage, environmental regulations, and geopolitical factors. Banner Oak has a Code of Ethics, exercises voting authority over client securities, and maintains custody of client assets with an independent custodian. The firm does not engage in soft dollar arrangements and selects brokers based on best execution practices. Clients receive regular financial statements and reports, and Banner Oak has no disciplinary history or financial concerns.