BENSON INVESTMENT MANAGEMENT COMPANY, INC.
Adviser information for BENSON INVESTMENT MANAGEMENT COMPANY, INC. last updated from Form ADV on January 3rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 110 | $241.1M |
| Non-Discretionary | 0 | $0 |
| Total | 110 | $241.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 9 | $1.3M |
| HNW Individuals | 27 | $239.8M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $0 |
| Charitable organizations | <5 | $0 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Principal Office
1161 BELCROFT COURTROANOKE
VA
United States
Monday - Friday, 9:00 AM-5:00 PM
Tel: 540-989-3030, Fax: 866-248-8830
Chief Compliance Officer
ROBERT D BENSON JR
PRESIDENT
P.O. BOX 21605
ROANOKE
VA
United States
Tel:
540-989-3030
Fax:
866-248-8830
B*********@*******************M
(Full email address available in API data)
Regulatory Contact
ROBERT D BENSON JR
PRESIDENT
P.O. BOX 21605
ROANOKE
VA
United States
Tel:
540-989-3030
Fax:
866-248-8830
B*********@*******************M
(Full email address available in API data)
Industry Affiliates
| BENSON LAW FIRM | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BENSON, ROBERT, DONALD | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 08/2004 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 18th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AECOM | COM | 4M | 49K | – |
| AGNICO EAGLE MINES LTD | COM | 5M | 76K | – |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 4M | 32K | – |
| ALLEGION PLC | ORD SHS | 3M | 28K | – |
| ALPHABET INC | CAP STK CL A | 375K | 2K | – |
| ALPHABET INC | CAP STK CL C | 11M | 59K | – |
| AMAZON COM INC | COM | 9M | 44K | – |
| AMERICAN EXPRESS CO | COM | 5M | 22K | – |
| AMGEN INC | COM | 5M | 17K | – |
| APOLLO GLOBAL MGMT INC | COM | 5M | 42K | – |
| APPLE INC | COM | 11M | 54K | – |
| ARCH CAP GROUP LTD | ORD | 5M | 48K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 6M | 24K | – |
| BALL CORP | COM | 4M | 61K | – |
| BEACON ROOFING SUPPLY INC | COM | 4M | 39K | – |
| BECTON DICKINSON & CO | COM | 5M | 20K | – |
| BERKSHIRE HATHAWAY INC DEL | CL A | 1M | 2 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 7M | 18K | – |
| BEST BUY INC | COM | 5M | 55K | – |
| CARLISLE COS INC | COM | 4M | 10K | – |
| CORNING INC | COM | 5M | 141K | – |
| CRH PLC | ORD | 5M | 67K | – |
| EMERSON ELEC CO | COM | 5M | 42K | – |
| EQUITABLE HLDGS INC | COM | 5M | 131K | – |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 5M | 58K | – |
| GENERAL DYNAMICS CORP | COM | 5M | 17K | – |
| GENUINE PARTS CO | COM | 4M | 31K | – |
| HARTFORD FINL SVCS GROUP INC | COM | 6M | 58K | – |
| HONEYWELL INTL INC | COM | 6M | 26K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 6M | 36K | – |
| INVESCO QQQ TR | UNIT SER 1 | 481K | 1K | – |
| ITT INC | COM | 5M | 39K | – |
| JPMORGAN CHASE & CO. | COM | 1M | 5K | – |
| KIRBY CORP | COM | 4M | 33K | – |
| L3HARRIS TECHNOLOGIES INC | COM | 5M | 21K | – |
| LEIDOS HOLDINGS INC | COM | 4M | 31K | – |
| META PLATFORMS INC | CL A | 6M | 12K | – |
| MICROSOFT CORP | COM | 12M | 28K | – |
| MOTOROLA SOLUTIONS INC | COM NEW | 5M | 14K | – |
| NOVO-NORDISK A S | ADR | 6M | 42K | – |
| NVIDIA CORPORATION | COM | 8M | 61K | – |
| PROCTER AND GAMBLE CO | COM | 271K | 2K | – |
| REINSURANCE GRP OF AMERICA I | COM NEW | 5M | 25K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 6M | 36K | – |
| TD SYNNEX CORPORATION | COM | 4M | 33K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 5M | 9K | – |
| US FOODS HLDG CORP | COM | 5M | 95K | – |
| VALERO ENERGY CORP | COM | 5M | 32K | – |