RIA Intel›Advisers›Connecticut›BENEMARK, INC

BENEMARK, INC

Advisory

N·WESTPORT, CT

Data as of May 4, 2022 · Source: SEC Form ADV

Total AUM

$229M

1-Year AUM Growth

+3.3%

3-Year CAGR

+5.4%

Employees

2

Assets Under Management

Total AUM$229M

Discretionary AUM$0

Non-Discretionary AUM$229M

Discretionary %0%

Total Clients—

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record25

First FilingFeb 8, 2005

Latest FilingMay 4, 2022

🔒 Full AUM trend chart and 25 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BENEMARK, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.