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BENCHMARK CAPITAL GROUP LTD.

Advisory

N·GALENA, IL

Data as of Jul 13, 2026 · Source: SEC Form ADV

Total AUM
$174M
1-Year AUM Growth
+15.2%
3-Year CAGR
+10.0%
Employees
2
Assets Under Management
Total AUM$174M
Discretionary AUM$170M
Non-Discretionary AUM$4M
Discretionary %97.8%
Total Clients166
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record11
First FilingMar 8, 2021
Latest FilingJul 13, 2026
🔒 Full AUM trend chart and 11 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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