BENCHMARK INVESTMENT ADVISORS LLC

Adviser information for BENCHMARK INVESTMENT ADVISORS LLC last updated from Form ADV on March 25th, 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 Illinois, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
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 100 $270.2M
Non-Discretionary 0 $0
Total 100 $270.2M

Clients

Type Number RAUM
Individuals 10 $1.7M
HNW Individuals 87 $201.4M
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 <5 $17.9M
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 <5 $49.2M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPublication of periodicals or newsletters
Compensation % of AUM

Identifiers

SEC RIA File Number 801-73022
SEC ERA File Number 801-73022
SEC CIK Numbers 1910971
SEC CRD Numbers 159705
Legal Entity Identifier None

Principal Office

180 N STETSON AVE., STE 1990
CHICAGO
IL
United States
Monday - Friday, 9AM-5PM
Tel: 312-552-7160, Fax: 312-552-7161

Chief Compliance Officer

JAMIE TEBBE
CCO
180 N STETSON AVE., STE 1990
CHICAGO
IL
United States
Tel: 312-552-7163
Fax: 312-552-7161
(Full email address available in API data)

Regulatory Contact

JOHN SWIFT
CEO
180 N STETSON AVE SUITE 1990
CHICAGO
IL
United States
Tel: 3122599595
Fax: 3125527161
(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
SWIFT, JOHN, PATRICK Individual CEO 12/2011 50-75%
TEBBE, JAMIE, ANTHONY Individual CCO 06/2017 50-75%

No. Employees, Historic

10502020202120222023202420256 on 3/21/20206 on 6/29/20206 on 7/23/20203 on 3/26/20214 on 3/30/20224 on 3/28/20234 on 7/26/20234 on 9/26/20234 on 3/25/2024

RAUM, Historic

300M150M0202020212022202320242025212000000 on 3/21/2020212000000 on 6/29/2020212000000 on 7/23/2020262825175 on 3/26/2021247878412 on 3/30/2022210995163 on 3/28/2023210995163 on 7/26/2023210995163 on 9/26/2023270182869 on 3/25/2024

No. Clients, Historic

10050020202021202220232024202575 on 3/21/202075 on 6/29/202075 on 7/23/202098 on 3/26/202187 on 3/30/202291 on 3/28/202391 on 7/26/202391 on 9/26/202397 on 3/25/2024

Holdings

From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ADOBE INC COM 864K 2K
ALPHABET INC CAP STK CL C 734K 4K
ALPHABET INC CL A CAP STK CL A 5M 25K
AMAZON COM INC COM 3M 17K
ANALOG DEVICES INC COM 1M 7K
APPLE INC COM 4M 21K
APPLIED MATLS INC COM 3M 12K
APPLOVIN CORP COM CL A 1M 13K
ARISTA NETWORKS INC COM 2M 5K
ASCOT RES LTD COM ISIN#CA04364G1063 COM 16K 40K
ASML HOLDING N V N Y REGISTRY SHS 2M 2K
AUTOZONE INC COM 1M 394
AXCELIS TECHNOLOGIES INC COM NEW COM NEW 359K 3K
BERKSHIRE HATHAWAY INC DEL CL B NEW 519K 1K
BOOKING HOLDINGS INC COM 1M 337
BROADCOM INC COM 4M 3K
BROWN &BROWN INC COM 302K 3K
CADENCE DESIGN SYS INC COM COM 637K 2K
CCF HLDGS LLC UNIT CL A COM 16 52K
CDW CORP COM 1M 6K
CHEVRON CORP NEW COM 367K 2K
CISCO SYS INC COM 270K 6K
COPART INC COM 2M 39K
CROWDSTRIKE HLDGS INC CL A 1M 3K
DOLLAR GEN CORP NEW COM 323K 2K
ELECTRONIC ARTS INC COM 354K 3K
ELEVANCE HEALTH INC COM 1M 2K
ELI LILLY &CO COM 225K 249
FISERV INC COM 2M 12K
FORTINET INC COM 367K 6K
GE AEROSPACE COM NEW 756K 5K
GE VERNOVA INC COM 204K 1K
GRAINGER W W INC COM 1M 1K
HERSHEY CO COM COM 625K 3K
HIMS & HERS HEALTH INC COM CL A COM CL A 791K 39K
HOME DEPOT INC COM 931K 3K
INTUITIVE SURGICAL INC COM NEW 227K 510
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 763K 5K
INVESCO QQQ TR UNIT SER 1 286K 596
ISHARES GOLD TR ISHARES NEW ISHARES NEW 360K 8K
ISHARES INC EMERGING MARKETS DIVID ETF EM MKTS DIV ETF 486K 18K
ISHARES TR PFD AND INCM SEC 423K 13K
ISHARES TR CORE S&P500 ETF 245K 448
ISHARES TR RUS 1000 ETF 245K 822
ISHARES TR S&P 500 VALUE ETF S&P 500 VAL ETF 914K 5K
JOHNSON & JOHNSON COM COM 678K 5K
JPMORGAN CHASE &CO. COM 1M 7K
KLA CORP COM NEW 3M 4K
LAM RESEARCH CORP COM 3M 3K
LTC PPTYS INC COM 309K 9K
MASTERCARD INC CL A CL A 3M 7K
MCKESSON CORP COM 980K 2K
MERCK &CO INC COM 753K 6K
META PLATFORMS INC CL A 3M 6K
MICROCHIP TECHNOLOGY INC. COM 1M 14K
MICROSOFT CORP COM 6M 13K
NATIONAL HEALTH INVS INC COM 339K 5K
NETFLIX INC COM 481K 712
NIKE INC CL B 438K 6K
NUVEEN PFD & INCOME OPPORTUNITIES FD COM COM 657K 88K
NVIDIA CORP COM COM 32M 257K
PALO ALTO NETWORKS INC COM 3M 8K
PARKER-HANNIFIN CORP COM 2M 3K
REALTY INCOME CORP COM 387K 7K
RELX PLC SPONSORED ADR 229K 5K
ROPER TECHNOLOGIES INC COM 2M 3K
S&P GLOBAL INC COM 572K 1K
SALESFORCE INC COM 289K 1K
SAREPTA THERAPEUTICS INC COM 359K 2K
SELECT SECTOR SPDR TR SBI HEALTHCARE 273K 2K
SELECT SECTOR SPDR TR ENERGY 244K 3K
SMITH A O CORP COM 547K 7K
SPDR SER TR S&P REGL BKG 737K 15K
SPDR SER TR SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW BLOOMBERG 1-3 MO 605K 7K
STARBUCKS CORP COM COM 631K 8K
STRYKER CORPORATION COM 208K 613
SYNOPSYS INC COM 2M 3K
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 3M 18K
TAKE-TWO INTERACTIVE SOFTWAR COM 630K 4K
TESLA INC COM 253K 1K
THERMO FISHER SCIENTIFIC INC COM 861K 2K
UBER TECHNOLOGIES INC COM 3M 39K
UNITED RENTALS INC COM 4M 6K
UNITEDHEALTH GROUP INC COM 2M 3K
VANGUARD INDEX FDS S&P 500 ETF SHS 1M 2K
VANGUARD INDEX FDS REAL ESTATE ETF 758K 9K
VANGUARD SPECIALIZED FUNDS DIV APP ETF 320K 2K
VISA INC COM CL A 2M 8K
WELLTOWER INC COM 528K 5K