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 |
Principal Office
96 BALD HILL RDWILTON
CT
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 203-762-3295, Fax: 203-762-5629
Websites
Chief Compliance Officer
KAREN BENIN
96 BALD HILL ROAD
WILTON
CT
United States
Tel:
203-762-3295
Fax:
203-762-5629
K****@******************M
(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
C****@******************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 |
---|---|---|---|---|---|
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
RAUM, Historic
No. Clients, Historic
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 | – |