BENCH WALK ADVISORS LLC

Adviser information for BENCH WALK ADVISORS LLC last updated from Form ADV on March 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 15
Investment Advisory/Research 13
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
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 63 $129.2M
Non-Discretionary 3 $203.8M
Total 66 $333.1M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 62 $333.1M
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 <5 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-125767
SEC ERA File Number 801-125767
SEC CIK Numbers None
SEC CRD Numbers 313945
Legal Entity Identifier None

Principal Office

123 JUSTISON ST
7TH FLOOR
WILMINGTON
DE
United States
Monday - Friday, 9AM-5PM
Tel: 302-426-2100, Fax: None

Chief Compliance Officer

GLENN RUDOLPH SKREPPEN
6206 EDGEWARE ROAD
MECHANICSBURG
PA
United States
Tel: +1 9295621304
(Full email address available in API data)

Regulatory Contact

MICHAEL LEAVITT
485 LEXINGTON AVENUE
29TH FLOOR
29TH FLOOR
NY
United States
Tel: 617-935-6000
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
BENCH WALK 18A, L.P. Private Equity Fund $0.0M $0.0M 18
BENCH WALK 18C, L.P. Private Equity Fund $0.0M $0.0M 9
BENCH WALK 19A, L.P. Private Equity Fund $27.9M $0.0M 3
BENCH WALK 20A, L.P. Private Equity Fund $7.2M $0.0M 3
BENCH WALK 20C, L.P. Private Equity Fund $16.4M $0.0M 2
BENCH WALK 20D, L.P. Private Equity Fund $20.0M $0.0M 3
BENCH WALK 20E, L.P. Private Equity Fund $6.9M $0.0M 2
BENCH WALK 20G, L.P. Private Equity Fund $11.9M $0.0M 5
BENCH WALK 20J, L.P. Private Equity Fund $5.8M $0.0M 4
BENCH WALK 21A, L.P. Private Equity Fund $5.0M $0.0M 3
BENCH WALK 21E, L.P. Private Equity Fund $2.1M $0.0M 3
BENCH WALK 21F, L.P. Private Equity Fund $12.4M $0.0M 4
BENCH WALK 21G, L.P. Private Equity Fund $16.3M $0.0M 5
BENCH WALK 21J, L.P. Private Equity Fund $15.5M $0.0M 5
BENCH WALK 21K, L.P. Private Equity Fund $7.3M $0.0M 8
BENCH WALK 21M, L.P. Private Equity Fund $4.7M $0.0M 5
BENCH WALK 21N, L.P. Private Equity Fund $5.6M $0.0M 2
BENCH WALK 21Q, L.P. Private Equity Fund $22.1M $0.0M 3
BENCH WALK 21R, L.P. Private Equity Fund $9.6M $0.0M 6
BENCH WALK 21S, L.P. Private Equity Fund $16.8M $0.0M 6
BENCH WALK 21T, L.P. Private Equity Fund $6.6M $0.0M 6
BENCH WALK 21U, L.P. Private Equity Fund $1.1M $0.0M 5
BENCH WALK 21V, L.P. Private Equity Fund $1.1M $0.0M 5
BENCH WALK 21W, L.P. Private Equity Fund $6.1M $0.0M 7
BENCH WALK 21X, L.P. Private Equity Fund $4.2M $0.0M 6
BENCH WALK 21Y, L.P. Private Equity Fund $6.0M $0.0M 6
BENCH WALK 22A, L.P. Private Equity Fund $3.0M $0.0M 7
BENCH WALK 22B, L.P. Private Equity Fund $2.4M $0.0M 7
BENCH WALK 22D L.P. Private Equity Fund $1.6M $0.0M 7
BENCH WALK 22E, L.P. Private Equity Fund $1.9M $0.0M 6
BENCH WALK 22F, L.P. Private Equity Fund $15.7M $0.0M 6
BENCH WALK 22H, L.P. Private Equity Fund $13.7M $0.0M 7
BENCH WALK 22J, L.P. Private Equity Fund $9.2M $0.0M 6
BENCH WALK 22K, L.P. Private Equity Fund $3.1M $0.0M 6
BENCH WALK 22M. L.P. Private Equity Fund $10.1M $0.0M 7
BENCH WALK 22N, L.P. Private Equity Fund $1.9M $0.0M 7
BENCH WALK 23B, L.P. Private Equity Fund $15.5M $0.0M 6
BENCH WALK 23C, L.P. Private Equity Fund $37.5M $0.0M 6
BENCH WALK 23D, L.P. Private Equity Fund $8.2M $0.0M 6
BENCH WALK 23E, L.P. Private Equity Fund $8.7M $0.0M 6
BENCH WALK 23F, L.P. Private Equity Fund $7.7M $0.0M 7
BENCH WALK 23H L.P. Private Equity Fund $25.6M $0.0M 6
BENCH WALK 23J, L.P. Private Equity Fund $19.7M $0.0M 6
BENCH WALK 23M, L.P. Private Equity Fund $5.2M $0.0M 7
BENCH WALK 23N, L.P. Private Equity Fund $1.3M $0.0M 7
BENCH WALK 23P, L.P. Private Equity Fund $9.7M $0.0M 6
BENCH WALK 23Q, L.P. Private Equity Fund $1.8M $0.0M 7
BENCH WALK 23R, L.P. Private Equity Fund $2.1M $0.0M 6
BENCH WALK 23T, L.P. Private Equity Fund $18.1M $0.0M 7
BENCH WALK 23V, L.P. Private Equity Fund $2.2M $0.0M 6
BENCH WALK 51A, L.P. Private Equity Fund $15.7M $0.0M 3
BENCH WALK 51C, L.P. Private Equity Fund $15.0M $0.0M 2
BENCH WALK 51D, L.P. Private Equity Fund $20.2M $0.0M 7
BENCH WALK LEGAL CAPITAL PARTNERS I, L.P. Private Equity Fund $25.7M $0.0M 3
BENCH WALK OCM I, L.P. Private Equity Fund $156.4M $0.0M 3
BENCH WALK T-1 PARTNERS, L.P. Private Equity Fund $20.5M $0.0M 2
BW ACL I, L.P. Private Equity Fund $27.1M $0.0M 6
BW-LF I, L.P. Private Equity Fund $24.8M $0.0M 3
GALLANT FOX, L.P. Private Equity Fund $18.3M $0.0M 2
J2 BWA LEVERAGED EQUITY FUND I, L.P. Private Equity Fund $29.7M $0.0M 6
WAR ADMIRAL, L.P. Private Equity Fund $40.1M $0.0M 3

Control Persons

Name Type Entity Title Since Ownership
GRANT, STUART, MILES Individual OWNER 09/2017 > 75%
LEAVITT, MICHAEL, STEVEN Individual CHIEF OPERATING OFFICER 09/2017 < 5%
CHOPIN, ADRIAN, MARK Individual MANAGING DIRECTOR 10/2017 < 5%
Skreppen, Glenn, Rudolph Individual CHIEF COMPLIANCE OFFICER 09/2023 < 5%
FARLEY, VERONICA, JEAN Individual CHIEF FINANCIAL OFFICER 12/2023 < 5%

No. Employees, Historic

20100202220232024202511 on 4/28/202211 on 5/2/202211 on 5/2/202211 on 8/8/202211 on 3/31/202311 on 9/27/202311 on 12/15/202315 on 3/30/2024

RAUM, Historic

500M250M02022202320242025243157645 on 4/28/2022243157645 on 5/2/2022243157645 on 5/2/2022243157645 on 8/8/2022422263484 on 3/31/2023422263484 on 9/27/2023422263484 on 12/15/2023333050450 on 3/30/2024

No. Clients, Historic

70350202220232024202526 on 4/28/202226 on 5/2/202226 on 5/2/202226 on 8/8/202239 on 3/31/202339 on 9/27/202339 on 12/15/202362 on 3/30/2024