BENCHMARK CAPITAL GROUP LTD.

Overview

Benchmark Capital Group Ltd. is an independent registered investment adviser that provides financial planning and portfolio management primarily to individual and family clients and to small businesses. The firm is SEC-registered (since 2021) and is individually owned. Its client-facing model blends percentage-of-AUM billing with hourly and fixed-fee engagements, allowing flexibility for planning work and ad hoc advisory assignments. Investment activity centers on discretionary portfolio management: the firm operates with a strong discretionary mandate and relies heavily on pooled public funds and mutual funds as the core building blocks of client portfolios. Benchmark Capital Group Ltd. is not an active ESG investor and does not position itself as a capital allocator; instead it sources third-party managers for alternative exposure and uses public funds for broad market exposures and core income strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices