BENIN MANAGEMENT CORP

Adviser information for BENIN MANAGEMENT CORP last updated from Form ADV on July 18th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End APRIL
Legal Location New York, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 3
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 916 $444.8M
Non-Discretionary 0 $0
Total 916 $444.8M

Clients

Type Number RAUM
Individuals 164 $48.4M
HNW Individuals 177 $313.2M
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 <5 $1.7M
Charitable organizations <5 $13.5M
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 9 $68.0M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUMFixed feesNEGOTIATE FEES

Identifiers

SEC RIA File Number 801-9326
SEC ERA File Number 801-9326
SEC CIK Numbers 1352871
SEC CRD Numbers 110988
Legal Entity Identifier None

Principal Office

96 BALD HILL RD
WILTON
CT
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 203-762-3295, Fax: 203-762-5629

Chief Compliance Officer

KAREN BENIN
96 BALD HILL ROAD
WILTON
CT
United States
Tel: 203-762-3295
Fax: 203-762-5629
(Full email address available in API data)

Regulatory Contact

CHRISTOPHER BENIN
CHIEF INVESTMENT OFFICER
96 BALD HILL ROAD
WILTON
CT
United States
Tel: 203-762-3295
Fax: 203-762-5629
(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
BENIN, PETER, MICHAEL Individual PRESIDENT AND CHIEF EXECUTIVE OFFICER 05/1973 < 5%
BENIN, CHRISTOPHER, ALAN Individual CHIEF INVESTMENT OFFICER 05/2011 > 75%
BENIN, KAREN, SUTTON Individual CHIEF COMPLIANCE OFFICER 05/2010 < 5%

No. Employees, Historic

10502019202020212022202320243 on 4/26/20193 on 7/19/20193 on 6/29/20203 on 6/30/20203 on 10/7/20203 on 12/1/20203 on 7/23/20213 on 7/26/20213 on 7/26/20224 on 7/18/2023

RAUM, Historic

500M250M0201920202021202220232024332278092 on 4/26/2019351152037 on 7/19/2019345340449 on 6/29/2020345340449 on 6/30/2020345340449 on 10/7/2020345340449 on 12/1/2020440970201 on 7/23/2021440970201 on 7/26/2021418284563 on 7/26/2022444752580 on 7/18/2023

No. Clients, Historic

4002000201920202021202220232024345 on 4/26/2019342 on 7/19/2019331 on 6/29/2020331 on 6/30/2020331 on 10/7/2020331 on 12/1/2020346 on 7/23/2021346 on 7/26/2021344 on 7/26/2022350 on 7/18/2023

Holdings

From latest 13F, filed July 23rd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 931K 9K
ABBVIE INC COM 222K 1K
AIR PRODS & CHEMS INC COM 300K 1K
ALLSTATE CORP COM 6M 35K
ALPHABET INC CAP STK CL C 4M 23K
ALPHABET INC CAP STK CL A 957K 5K
AMAZON COM INC COM 5M 26K
AMERICAN EXPRESS CO COM 985K 4K
AMGEN INC COM 350K 1K
AMPHENOL CORP NEW CL A 977K 15K
APPLE INC COM 27M 127K
AT&T INC COM 481K 25K
BANK AMERICA CORP COM 454K 11K
BANK NEW YORK MELLON CORP COM 622K 10K
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 6K
BRISTOL-MYERS SQUIBB CO COM 330K 8K
CATERPILLAR INC COM 1M 3K
CDW CORP COM 537K 2K
CHEVRON CORP NEW COM 3M 20K
CISCO SYS INC COM 2M 39K
CME GROUP INC COM 428K 2K
COCA COLA CO COM 258K 4K
COMCAST CORP NEW CL A 451K 12K
COSTCO WHSL CORP NEW COM 6M 7K
CSX CORP COM 846K 25K
CVS HEALTH CORP COM 1M 24K
DANAHER CORPORATION COM 334K 1K
DISNEY WALT CO COM 2M 25K
EDWARDS LIFESCIENCES CORP COM 470K 5K
ELI LILLY & CO COM 687K 759
EMERSON ELEC CO COM 297K 3K
EMPIRE ST RLTY TR INC CL A 303K 32K
EXXON MOBIL CORP COM 5M 42K
FEDEX CORP COM 5M 16K
FIFTH THIRD BANCORP COM 727K 20K
FLUOR CORP NEW COM 237K 5K
FORD MTR CO DEL COM 474K 38K
FREEPORT-MCMORAN INC CL B 221K 5K
GE AEROSPACE COM NEW 843K 5K
GE VERNOVA INC COM 224K 1K
GOLDMAN SACHS GROUP INC COM 211K 466
GRAPHIC PACKAGING HLDG CO COM 227K 9K
GUIDEWIRE SOFTWARE INC COM 421K 3K
HALLIBURTON CO COM 279K 8K
HECLA MNG CO COM 139K 29K
HERSHEY CO COM 882K 5K
HIGH TIDE INC COM NEW 22K 10K
HOME DEPOT INC COM 573K 2K
HONEYWELL INTL INC COM 275K 1K
INTEL CORP COM 254K 8K
INTERNATIONAL BUSINESS MACHS COM 960K 6K
INTUIT COM 274K 417
INVESCO QQQ TR UNIT SER 1 13M 26K
ISHARES SILVER TR ISHARES 231K 9K
ISHARES TR CORE S&P500 ETF 1M 3K
ISHARES TR CORE US AGGBD ET 271K 3K
ISHARES TR RUS 1000 GRW ETF 217K 596
JOHNSON & JOHNSON COM 2M 15K
JPMORGAN CHASE & CO. COM 3M 17K
KKR & CO INC COM 210K 2K
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 2M 63K
KRISPY KREME INC COM 360K 33K
LINDE PLC SHS 658K 1K
LOWES COS INC COM 1M 5K
MASTERCARD INCORPORATED CL A 357K 809
MCDONALDS CORP COM 726K 3K
MEDTRONIC PLC SHS 1M 16K
MERCK & CO INC COM 569K 5K
META PLATFORMS INC CL A 2M 4K
MICROSOFT CORP COM 27M 60K
MOODYS CORP COM 759K 2K
MSCI INC COM 585K 1K
MURPHY OIL CORP COM 388K 9K
NETFLIX INC COM 355K 526
NEWMONT CORP COM 225K 5K
NEXTERA ENERGY INC COM 636K 9K
NORTHERN TR CORP COM 731K 9K
NVIDIA CORPORATION COM 2M 15K
ORACLE CORP COM 1M 10K
PARKER-HANNIFIN CORP COM 455K 900
PEPSICO INC COM 10M 63K
PFIZER INC COM 736K 26K
PHILIP MORRIS INTL INC COM 364K 4K
PNC FINL SVCS GROUP INC COM 5M 30K
PRICE T ROWE GROUP INC COM 882K 8K
PRINCIPAL FINANCIAL GROUP IN COM 408K 5K
PROCTER AND GAMBLE CO COM 2M 14K
PROSHARES TR S&P 500 DV ARIST 683K 7K
PRUDENTIAL FINL INC COM 2M 20K
REPLIGEN CORP COM 630K 5K
RTX CORPORATION COM 579K 6K
SCHLUMBERGER LTD COM STK 1M 31K
SCHWAB CHARLES CORP COM 318K 4K
SHERWIN WILLIAMS CO COM 876K 3K
SONO TEK CORP COM 187K 48K
SOUTHERN CO COM 736K 9K
SPDR DOW JONES INDL AVERAGE UT SER 1 11M 28K
SPDR GOLD TR GOLD SHS 1M 6K
SPDR S&P 500 ETF TR TR UNIT 108M 199K
SR BANCORP INC COM 370K 40K
STARBUCKS CORP COM 1M 17K
STATE STR CORP COM 2M 22K
SYSCO CORP COM 2M 27K
TESLA INC COM 350K 2K
TEXAS INSTRS INC COM 836K 4K
THE CIGNA GROUP COM 267K 808
THERMO FISHER SCIENTIFIC INC COM 569K 1K
TRAVELERS COMPANIES INC COM 2M 8K
UNITED PARCEL SERVICE INC CL B 4M 27K
UNITEDHEALTH GROUP INC COM 417K 819
VANGUARD INDEX FDS S&P 500 ETF SHS 275K 550
VANGUARD INDEX FDS GROWTH ETF 508K 1K
VERISK ANALYTICS INC COM 542K 2K
VERIZON COMMUNICATIONS INC COM 280K 7K
VISA INC COM CL A 13M 48K
WALMART INC COM 1M 18K
WEX INC COM 390K 2K
ZOETIS INC CL A 815K 5K