BENCH WALK ADVISORS LLC
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 313945
- Registered since
- May 27, 2022
- Website
- benchwalk.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Bench Walk Advisors LLC is a private equity–focused adviser that primarily manages pooled investment vehicles for institutional limited partners. The firm operates as sponsor and general partner or managing member on its funds and is affiliated with a law firm, which suggests an emphasis on structuring and governance as part of its product offering. Bench Walk charges both a percentage-of-AUM fee and performance-based fees, aligning compensation with fund performance rather than simple asset-retention models. The firm does not position itself as an ESG investor, and its advisory mandate is narrowly focused on portfolio management for pooled vehicles rather than retail or individualized wealth management. SEC registration began in 2022 and the entity is organized as a limited liability company under individual ownership.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Veronica Farley
Chief Financial OfficerCRD 7252975
MICHAEL LEAVITT
Chief Operating OfficerCRD 5316698
Contacts
3 of 3Samuel Kucia
Senior Fund AnalystCRD 4866970
STUART GRANT
Co-Founder & Managing DirectorCRD 7546083
ADRIAN CHOPIN
Co-Founder & Managing DirectorCRD 6124240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 6501 Park of Commerce Blvd
- Time zone
- ET (UTC-5)
- Office locations
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