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 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

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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

2 of 2
  • Veronica Farley

    Chief Financial OfficerCRD 7252975

  • MICHAEL LEAVITT

    Chief Operating OfficerCRD 5316698

Contacts

3 of 3
  • Samuel Kucia

    Senior Fund AnalystCRD 4866970

  • STUART GRANT

    Co-Founder & Managing DirectorCRD 7546083

  • 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