Bennett Selby Investments, L.P.
Firm details
- Headquarters
- ,
- CRD number
- 137075
- Registered since
- October 22, 2020
- Website
- www.bennettselby.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.23%
- Pension & Profit Sharing Plans1.05%
- Individuals0.73%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Bennett Selby Investments, L.P. is an independent registered investment adviser organized as a limited partnership and SEC-registered since 2020. Ownership is listed as individual, and the firm serves both individual/family and institutional clients. Its fee model is percentage-of-AUM. Filings identify core advisory services as portfolio management for individuals and small businesses, with pension consulting services also noted. Bennett Selby reports it is not an active ESG investor.
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 Equities89%
- Public Funds/Mutual Funds6%
- US Government Bonds3%
- Non-Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Mark Selby
Director & CEOCRD 5038293
Contacts
2 of 2
Matthew Bennett
Founder & Managing DirectorCRD 4741659
Madeline Darcy
Venture SpecialistCRD 8136141
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$14.7M in ETFs
98%
$14.5M
0%
$235K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $5.2M | 7,002 | 35.59% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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