Benin Management Corp
Firm details
- Headquarters
- ,
- CRD number
- 110988
- Registered since
- June 4, 1973
- Website
- www.beninmanagement.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Cash & Cash Equivalents19%
- US Government Bonds9%
- Derivatives2%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1
Christopher Benin
Chief Investment OfficerCRD 4653789
Contacts
1 of 1
Karen Benin
CCOCRD 5785972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$193M in ETFs
100%
$193M
<1%
$386K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $139M | 213,513 | 71.87% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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