Bench Walk Advisors LLC

RIASEC RegisteredEst. 2022
Total AUM
$708M
Discretionary
$514M
73% of AUM
Avg account
$7.9M
Accounts
90
Employees
15
Advisory reps
5

Firm details

Headquarters
Boca Raton, Florida
CRD number
313945
Registered since
May 27, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Veronica Farley

    Veronica Farley

    Chief Financial OfficerCRD 7252975

  • Suzette Hagan

    Chief Compliance OfficerCRD 2872394

  • Michael Leavitt

    Michael Leavitt

    Chief Operating OfficerCRD 5316698

Contacts

2 of 2
  • Stuart Grant

    Stuart Grant

    Co-Founder & Managing DirectorCRD 7546083

  • Adrian Chopin

    Adrian Chopin

    Co-Founder & Managing DirectorCRD 6124240

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth