Overview
Assets Under Management: $197 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 218
Average Client Assets: $0.8 million
Frequently Asked Questions
BENCHMARK CAPITAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298481), BENCHMARK CAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
BENCHMARK CAPITAL ADVISORS LLC is headquartered in NEW YORK, NY.
BENCHMARK CAPITAL ADVISORS LLC serves 218 high-net-worth clients according to their SEC filing dated August 21, 2018. View client details ↓
According to their SEC Form ADV, BENCHMARK CAPITAL ADVISORS LLC offers portfolio management for individuals. View all service details ↓
BENCHMARK CAPITAL ADVISORS LLC manages $197 million in client assets according to their SEC filing dated August 21, 2018.
According to their SEC Form ADV, BENCHMARK CAPITAL ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 218
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.06%
Average Client Assets: $0.8 million
Total Client Accounts: 288
Discretionary Accounts: 288
Regulatory Filings
CRD Number: 298481
Filing ID: 1233662
Last Filing Date: 2018-08-21 20:36:00