Benin Management Corp

RIASEC RegisteredEst. 1973
Total AUM
$521M
Discretionary
$521M
100% of AUM
Avg account
$515K
Accounts
1,012
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
110988
Registered since
June 4, 1973
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI77.7%
  • Individuals10.05%
  • Corporations / Businesses8.81%
  • Charitable Organizations2.87%
  • Pension & Profit Sharing Plans0.57%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Benin Management Corp is a small independent advisory firm that manages concentrated equity-oriented portfolios for individual, family and institutional clients. The firm’s publicly reported activity shows a clear preference for exchange-traded equities and mutual funds, with discretionary management across client accounts. Its stated advisory focus is portfolio management for individuals and small businesses, and its fee mix includes AUM-based fees alongside fixed fees and other arrangements. The firm’s equity preference and heavy use of ETFs signal a bias toward liquid, benchmark-aware allocations rather than broad exposure to private or manager-driven alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 69%, Cash & Cash Equivalents 19%, US Government Bonds 9%, Derivatives 2%, Public Funds/Mutual Funds 1%69%
  • Exchange Traded Equities69%
  • Cash & Cash Equivalents19%
  • US Government Bonds9%
  • Derivatives2%
  • Public Funds/Mutual Funds1%

Owners & executives

1 of 1
  • Christopher Benin

    Christopher Benin

    Chief Investment OfficerCRD 4653789

Contacts

1 of 1
  • Karen Benin

    Karen Benin

    CCOCRD 5785972

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 21

Active vs passive

$193M in ETFs

Passive

100%

$193M

Active

<1%

$386K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$139M213,51371.87%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth