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 privately held limited liability company registered with the SEC in 2022 that operates as a private equity fund manager focused on pooled investment vehicles. The firm’s client base is institutional, and its advisory activity centers on portfolio management for pooled funds. Ownership is listed as individual, and Bench Walk frequently functions as a sponsor/GP or managing member of the vehicles it runs; the firm also shows an affiliation with a law firm in the context of those sponsorship and management roles. Fee arrangements combine a percentage-of-AUM management fee with performance-based compensation. Bench Walk does not present itself as a capital allocator; instead, its business model is to serve as active manager and sponsor of private funds. The firm is not an active ESG investor, is not a pension consultant, and is not structured as a multistate adviser.
Assets & Accounts
Investments & Alternatives
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
3 of 3
Veronica Farley
Chief Financial OfficerCRD 7252975
Suzette Hagan
Chief Compliance OfficerCRD 2872394

Michael Leavitt
Chief Operating OfficerCRD 5316698
Contacts
2 of 2Stuart 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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