Banyan Alpha Investment L.p.

Banyan Alpha Investment L.P. is a financial advisor firm established in 2020 by Dr. Yuying Gao, based in South San Francisco, California. The firm specializes in process-driven, systematic investment management, utilizing quantitative analysis to build mathematical strategies based on historical prices and economic data. Banyan Alpha sub-advises private investment funds, sponsors a master-feeder private investment fund, and provides discretionary investment advice to institutional clients and high net worth individuals. As of December 31, 2024, the firm had regulatory assets under management of $254,900,723. Clients' management fees range from 1% to 2%, paid monthly in advance, with the firm also entitled to receive performance fees. Banyan Alpha employs strategies involving algorithmic, statistical arbitrage, and systematic futures trading, with a focus on risk management and optimization techniques. The firm discloses various risks associated with its investment strategies, including market volatility, leverage, and operational risks. Clients are advised that investing in securities involves a high degree of risk, and there is no guarantee of investment success. The firm does not engage in soft dollar arrangements and does not have custody over separately managed account clients' assets. Banyan Alpha does not vote on client securities and has not reported any disciplinary information.