B
Benkei Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$40,953,736
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
46
91% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
46
Average account size
$890,299
Client services
Portfolio management
Fee options
2% or less of the average monthly balance of total portfolio assets, billed monthly in arrears
20% of realized and unrealized appreciation subject to a high water mark, charged to qualified investors and clients outside the U.S. using Discretionary Managed Accounts
Account minimum: $100,000 for Discretionary Managed Accounts; $50,000 for Non-Discretionary Managed Accounts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Benkei Asset Management
3130 Route 44/55
Gardiner NY 12525, United States
Number of offices
1
Forms ADV
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