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 |
Principal Office
180 N STETSON AVE., STE 1990CHICAGO
IL
United States
Monday - Friday, 9AM-5PM
Tel: 312-552-7160, Fax: 312-552-7161
Websites
Chief Compliance Officer
JAMIE TEBBE
CCO
180 N STETSON AVE., STE 1990
CHICAGO
IL
United States
Tel:
312-552-7163
Fax:
312-552-7161
J*****@*****************M
(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
J*****@*****************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 |
---|---|---|---|---|---|
SWIFT, JOHN, PATRICK | Individual | – | CEO | 12/2011 | 50-75% |
TEBBE, JAMIE, ANTHONY | Individual | – | CCO | 06/2017 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
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 | – |