SJBENEN ADVISORY, LLC
Adviser information for SJBENEN ADVISORY, LLC last updated from Form ADV on January 30th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 323 | $252.9M |
| Non-Discretionary | 0 | $0 |
| Total | 323 | $252.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 88 | $56.6M |
| HNW Individuals | 51 | $173.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $4.6M |
| Charitable organizations | <5 | $1.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 6 | $12.0M |
| Other | <5 | $5.4M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-119419 |
|---|---|
| SEC ERA File Number | 801-119419 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 283153 |
| Legal Entity Identifier | None |
Principal Office
220 GLADE STREETCHAPEL HILL
NC
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (919)903-9240, Fax: (919)903-9240
Chief Compliance Officer
SAMSON JULIUS BENEN
MANAGING MEMBER
220 GLADE STREET
CHAPEL HILL
NC
United States
Tel:
(347) 675-2169
Fax:
N/A
S**@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Benen, Samson, Julius | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 03/2016 | > 75% |