BENNETT SELBY INVESTMENTS, L.P.
BENNETT SELBY INVESTMENTS LIMITED PARTNERSHIP Legal Name
Adviser information for BENNETT SELBY INVESTMENTS, L.P. last updated from Form ADV on March 6th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maine, 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 | 91 | $224.7M |
| Non-Discretionary | 0 | $0 |
| Total | 91 | $224.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 28 | $18.1M |
| HNW Individuals | 63 | $206.6M |
| 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 | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 91 |
| No. of Non-U.S. Clients | 3 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUM |
Principal Office
18 CARROLL STFALMOUTH
ME
United States
Monday - Friday, 8AM-NOON
Tel: 617-335-7087, Fax: None
Websites
Chief Compliance Officer
MATTHEW G. BENNETT
MANAGING PARTNER
18 CARROLL ST
FALMOUTH
ME
United States
Tel:
6173357087
M*************@***************M
(Full email address available in API data)
Regulatory Contact
MATTHEW G. BENNETT
MANAGING PARTNER
18 CARROLL ST
FALMOUTH
ME
United States
Tel:
6173357087
M*************@***************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 |
|---|---|---|---|---|---|
| BENNETT, MATTHEW, GEORGE | Individual | – | GENERAL PARTNER. CHIEF COMPLIANCE OFFICER | 11/2005 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 10th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ADOBE INC | COM | 1M | 2K | – |
| ALPHABET INC | CAP STK CL C | 25M | 135K | – |
| ALPHABET INC | CAP STK CL A | 237K | 1K | – |
| AMAZON COM INC | COM | 7M | 36K | – |
| AMGEN INC | COM | 204K | 654 | – |
| APPLE INC | COM | 32M | 150K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 202K | 848 | – |
| BANK AMERICA CORP | COM | 708K | 18K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 10M | 24K | – |
| BOOKING HOLDINGS INC | COM | 16M | 4K | – |
| BROADCOM INC | COM | 300K | 187 | – |
| CANADIAN NATL RY CO | COM | 520K | 4K | – |
| CISCO SYS INC | COM | 258K | 5K | – |
| COCA COLA CO | COM | 790K | 12K | – |
| COLGATE PALMOLIVE CO | COM | 280K | 3K | – |
| COSTCO WHSL CORP NEW | COM | 704K | 829 | – |
| DOCUSIGN INC | COM | 369K | 7K | – |
| DOMINOS PIZZA INC | COM | 7M | 14K | – |
| META PLATFORMS INC | CL A | 17M | 35K | – |
| FACTSET RESH SYS INC | COM | 254K | 622 | – |
| FLOOR & DECOR HLDGS INC | CL A | 11M | 113K | – |
| GRACO INC | COM | 3M | 36K | – |
| HOME DEPOT INC | COM | 698K | 2K | – |
| INVESCO QQQ TR | UNIT SER 1 | 485K | 1K | – |
| ISHARES TR | CORE S&P500 ETF | 771K | 1K | – |
| ISHARES TR | S&P MC 400GR ETF | 263K | 3K | – |
| ISHARES TR | CORE S&P US GWT | 637K | 5K | – |
| JPMORGAN CHASE & CO. | COM | 2M | 9K | – |
| JOHNSON & JOHNSON | COM | 3M | 17K | – |
| KLA CORP | COM NEW | 312K | 378 | – |
| KINSALE CAP GROUP INC | COM | 481K | 1K | – |
| ELI LILLY & CO | COM | 464K | 512 | – |
| LOWES COS INC | COM | 848K | 4K | – |
| MSCI INC | COM | 1M | 2K | – |
| MARSH & MCLENNAN COS INC | COM | 8M | 36K | – |
| MASTERCARD INCORPORATED | CL A | 8M | 19K | – |
| MCDONALDS CORP | COM | 1M | 5K | – |
| METTLER TOLEDO INTERNATIONAL | COM | 463K | 331 | – |
| MICROSOFT CORP | COM | 8M | 19K | – |
| MONSTER BEVERAGE CORP NEW | COM | 404K | 8K | – |
| NVR INC | COM | 470K | 62 | – |
| NETFLIX INC | COM | 4M | 6K | – |
| NIKE INC | CL B | 1M | 15K | – |
| NOVO-NORDISK A S | ADR | 3M | 24K | – |
| NVIDIA CORPORATION | COM | 2M | 17K | – |
| OCCIDENTAL PETE CORP | COM | 239K | 4K | – |
| OMEGA FLEX INC | COM | 382K | 7K | – |
| OTIS WORLDWIDE CORP | COM | 205K | 2K | – |
| PAYCOM SOFTWARE INC | COM | 886K | 6K | – |
| POOL CORP | COM | 2M | 6K | – |
| PRICE T ROWE GROUP INC | COM | 1M | 11K | – |
| RESTAURANT BRANDS INTL INC | COM | 2M | 27K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 2M | 5K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 270K | 4K | – |
| STARBUCKS CORP | COM | 3M | 42K | – |
| STATE STR CORP | COM | 223K | 3K | – |
| TJX COS INC NEW | COM | 841K | 8K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 209K | 1K | – |
| TORONTO DOMINION BK ONT | COM NEW | 270K | 5K | – |
| TRACTOR SUPPLY CO | COM | 779K | 3K | – |
| TRANSDIGM GROUP INC | COM | 429K | 336 | – |
| TREX CO INC | COM | 4M | 50K | – |
| UNION PAC CORP | COM | 2M | 8K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 836K | 3K | – |
| VERISIGN INC | COM | 857K | 5K | – |
| VERISK ANALYTICS INC | COM | 316K | 1K | – |
| VISA INC | COM CL A | 14M | 54K | – |
| WELLS FARGO CO NEW | COM | 2M | 33K | – |
| ZOETIS INC | CL A | 956K | 6K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 799K | 3K | – |
| ON HLDG AG | NAMEN AKT A | 660K | 17K | – |