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Benin Management Corp

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Client assets under management

$457,162,296

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Clients

356

51% high-net worth

Advisors

2

of 3 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

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Clients per advisor

178

Very High

Average account size

$1,284,164

About

Benin Management Corporation serves individual investors—including high-net-worth clients—and a range of institutional clients such as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management along with retirement plan consulting, sub‑advisory services, and advisory support on matters such as tax planning, insurance, charitable giving and qualified tuition (529) plans.

The firm customizes each account to client needs and generally manages assets on a discretionary basis, employing fundamental, technical and cyclical analysis to allocate among individual equities and fixed income, mutual funds, ETFs and options. Client portfolios are monitored on an ongoing basis with biannual formal reviews, and the firm may debit advisory fees directly from custodian accounts.

Benin Management manages approximately $520,975,970 in discretionary assets with a relatively small advisory team, resulting in a notably high AUM per advisor compared with many peers. It also uses derivatives (options), margin/borrowing and short-sale strategies within managed accounts—practices that are less common among similar firms—and operates a long‑standing sub‑advisory platform dating back to its founding in 1973.

Client services

Portfolio management

Expertise

Options & derivatives strategies Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees may be charged; specific amounts are negotiated individually.

Percentage

$0 - $2,000,000: 1.00% annually Above $2,000,000+: 0.50% annually

Project-based

Hourly fees may be charged but specific rates are not stated.

Main office location

Benin Management Corp

Wilton CT, United States

Number of offices

1

Most active in

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California · Connecticut · Florida · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Rhode Island · South Carolina · Texas · Vermont · Virginia

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 203-762-3295

Advisors at this firm

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Christopher B

Series 65

Wilton, CT

Benin Management Corp

Christopher Benin is a financial advisor at Benin Management Corp in Wilton, CT, holding a Series 65 designation with 24 years of industry experience. He has been with Benin Management Corp since 2011. Benin Management Corporation serves individual investors, including high-net-worth clients, and various institutional clients such as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management, retirement plan consulting, sub-advisory services, and advisory support on tax planning, insurance, charitable giving, and qualified tuition plans, employing fundamental, technical, and cyclical analysis across multiple asset types.

Options & derivatives strategies Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Karen B

Series 65

Wilton, CT

Benin Management Corp

Karen Benin is a financial advisor with Benin Management Corp, holding a Series 65 designation and affiliated with the firm since 2006. She is based in Wilton, CT, and works within a two-advisor team. Benin Management Corporation serves individual investors, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary investment management, retirement plan consulting, sub-advisory services, and advisory support on tax planning, insurance, charitable giving, and qualified tuition plans, using fundamental, technical, and cyclical analysis to manage diversified portfolios.

Options & derivatives strategies Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner
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