BENCHMARK PLUS MANAGEMENT
BENCHMARK PLUS MANAGEMENT, LLC Legal Name
Adviser information for BENCHMARK PLUS MANAGEMENT last updated from Form ADV on March 28th, 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 | 8 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 9 | $1.0B |
| Non-Discretionary | 0 | $0 |
| Total | 9 | $1.0B |
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 | 9 | $1.0B |
| 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 | 0 |
| No. of Non-U.S. Clients | 50 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-62490 |
|---|---|
| SEC ERA File Number | 801-62490 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 127471 |
| Legal Entity Identifier | None |
Principal Office
820 A STREETSUITE 700
TACOMA
WA
United States
Monday - Friday, 8 AM TO 5 PM
Tel: 253-573-0657, Fax: 253-396-9066
Chief Compliance Officer
STEVEN CARROLL
CHIEF FINANCIAL OFFICER
820 A STREET
SUITE 700
TACOMA
WA
United States
Tel:
253-573-0657
Fax:
253.396.9066
S*******@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BENCHMARK PLUS INSTITUTIONAL PARTNERS, L.L.C. LARGE CAP PLUS SLEEVE | Hedge Fund | $371.5M | $5.0M | 9 |
| BENCHMARK PLUS INSTITUTIONAL PARTNERS, L.L.C. REAL ALPHA SLEEVE | Hedge Fund | $542.0M | $5.0M | 10 |
| BENCHMARK PLUS INSTITUTIONAL PARTNERS, L.L.C. SMALL CAP PLUS SLEEVE | Hedge Fund | $0.3M | $5.0M | 2 |
| BENCHMARK PLUS PARTNERS, L.L.C. GOLD PLUS SLEEVE | Hedge Fund | $6.8M | $1.0M | 11 |
| BENCHMARK PLUS PARTNERS, L.L.C. LARGE CAP BEAR PLUS SLEEVE | Hedge Fund | $1.7M | $1.0M | 4 |
| BENCHMARK PLUS PARTNERS, L.L.C. LARGE CAP PLUS SLEEVE | Hedge Fund | $30.3M | $1.0M | 16 |
| BENCHMARK PLUS PARTNERS, L.L.C. LONG TERM GOVERNMENT BOND PLUS SLEEVE | Hedge Fund | $2.8M | $1.0M | 8 |
| BENCHMARK PLUS PARTNERS, L.L.C. REAL ALPHA SLEEVE | Hedge Fund | $65.5M | $1.0M | 26 |
| BENCHMARK PLUS PARTNERS, L.L.C. SMALL CAP PLUS SLEEVE | Hedge Fund | $5.5M | $1.0M | 9 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FRANZBLAU, SCOTT | Individual | – | OWNER | 07/2003 | 10-25% |
| FERGUSON, ROBERT, SCOTT | Individual | – | CIO & OWNER | 08/2008 | 25-50% |
| CARROLL, STEVEN, ANTHONY | Individual | – | CCO, CFO, & OWNER | 01/2015 | 10-25% |
| WESTPHAL, STEPHEN, REID | Individual | – | OWNER | 12/2020 | 10-25% |