Overview
Assets Under Management: $280 million
High-Net-Worth Clients: 71
Average Client Assets: $4 million
Frequently Asked Questions
BENNETT SELBY INVESTMENTS, L.P. 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 #137075), BENNETT SELBY INVESTMENTS, L.P. is subject to fiduciary duty under federal law.
BENNETT SELBY INVESTMENTS, L.P. serves 71 high-net-worth clients according to their SEC filing dated November 12, 2025. View client details ↓
According to their SEC Form ADV, BENNETT SELBY INVESTMENTS, L.P. offers portfolio management for individuals and pension consulting services. View all service details ↓
BENNETT SELBY INVESTMENTS, L.P. manages $280 million in client assets according to their SEC filing dated November 12, 2025.
According to their SEC Form ADV, BENNETT SELBY INVESTMENTS, L.P. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.06
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 463
Discretionary Accounts: 463
Regulatory Filings
CRD Number: 137075
Filing ID: 2027293
Last Filing Date: 2025-11-12 16:48:02
Website: 1