Benin Management Corp

RIASEC Registered

Total AUM

$659M

Discretionary

$659M

100% of AUM

Avg account

$622K

Accounts

1,059

Employees

Advisory reps

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: HNWI79.16%
Corporations / Businesses9.47%
Individuals7.97%
Charitable Organizations2.61%
Pension & Profit Sharing Plans0.8%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Benin Management Corp is an independent RIA organized as a corporation and owned by an individual. The firm provides portfolio management for individuals and small businesses and serves both individual/family and institutional clients. Fee arrangements include percentage-of-AUM billing, fixed fees, and other fee structures. Benin is registered with the SEC (registered in 1973). The firm is not positioned as a capital allocator; it appears to construct and manage client portfolios directly rather than operate a manager-of-managers platform. Benin does not identify as an active ESG investor.