Bennett Selby Investments, L.P.

RIASEC Registered
Total AUM
$336M
Discretionary
$336M
100% of AUM
Avg account
$751K
Accounts
447
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
137075
Registered since
October 22, 2020
Fee structure
Percentage of AUM
Client types
  • HNWI98.23%
  • Pension & Profit Sharing Plans1.05%
  • Individuals0.73%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Bennett Selby Investments, L.P. is an independent RIA organized as a limited partnership and registered with the SEC in 2020. The firm is individually owned and manages assets for both individuals and families as well as institutional clients. Its advisory work centers on portfolio management for individuals and small businesses and on pension consulting services. The firm charges clients on a percentage-of-AUM basis and shows a clear preference for equity exposure across client portfolios. It does not identify as an active ESG investor.

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 89%, Public Funds/Mutual Funds 6%, US Government Bonds 3%, Non-Exchange Traded Equities 1%, Cash & Cash Equivalents 1%89%
  • Exchange Traded Equities89%
  • Public Funds/Mutual Funds6%
  • US Government Bonds3%
  • Non-Exchange Traded Equities1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Mark Selby

    Mark Selby

    Director & CEOCRD 5038293

Contacts

2 of 2
  • Matthew Bennett

    Matthew Bennett

    Founder & Managing DirectorCRD 4741659

  • Madeline Darcy

    Madeline Darcy

    Venture SpecialistCRD 8136141

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 18

Active vs passive

$15.3M in ETFs

Passive

99%

$15M

Active

0%

$229K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$5.5M7,26236.28%

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