Benson Avenue Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$37,888,346
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
8
63% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$4,736,043
About
Benson Avenue Capital, LLC provides discretionary portfolio management and advisory consulting to individuals (including high‑net‑worth), charitable organizations, and corporate clients. The brochure describes percentage‑of‑assets billing for portfolio management and fixed or hourly fees for consulting, and notes the firm prepares in‑depth company research reports that may include onsite company visits.
The firm's principal holds a CFA charter and has prior institutional experience in global emerging markets; the stated approach combines fundamental, technical and cyclical analysis and uses model portfolios across risk profiles to construct tailored allocations. Accounts are generally managed on a discretionary basis, monitored on an ongoing basis, and the firm emphasizes tax considerations and a range of investment risks in its disclosures.
The brochure also discloses prior assets under management and references predecessor entities and performance‑related materials, practices that are less common among peer independent advisers. It further notes service to charitable organizations and corporate clients (including pension or profit‑sharing arrangements) and that custody and execution are routinely directed to TD Ameritrade Institutional, with accompanying disclosures about institutional resources and potential conflicts from directed brokerage.
Client services
Portfolio management
Advisory consulting
Expertise
Wealth management
Real estate investing
Fee options
$300 to $5,000 annually, negotiable depending on scope and complexity
$500,000 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.40%
$300 per hour
Account minimum: $500,000
Main office location
Benson Avenue Capital, LLC
Sarasota FL, United States
Number of offices
2
Most active in
Benson Avenue Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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