BENEFI
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 337846
- Registered since
- February 5, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Benefi is a newly established corporation that focuses on portfolio management for both individuals and small businesses, as well as for larger institutions. The firm operates under a fee structure that includes a percentage of assets under management (AUM) and fixed fees. Although Benefi is not classified as an ESG investor, it aims to provide tailored investment strategies to its diverse client base. The firm does not engage in capital allocation or pension consulting, positioning itself instead as a dedicated advisory service.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Nicholas Hecht
CRD 8136279
William Boatman
CRD 8136275
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 180 N Stetson Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
MITCHELL VAUGHT & TAYLOR INC
RIACHICAGO, IL
NORTHERN TRUST INVESTMENTS, INCORPORATED
RIACHICAGO, IL
HEITMAN REAL ESTATE SECURITIES LLC
RIACHICAGO, IL
BARD ASSOCIATES INC
RIACHICAGO, IL
PEKIN HARDY STRAUSS, INC.
RIACHICAGO, IL
CIBC Private Wealth Advisors, Inc.
RIACHICAGO, IL