BENCHMARK CAPITAL MANAGEMENT CORPORATION

Overview

Benchmark Capital Management Corporation is a small, client-focused adviser that manages discretionary equity-heavy portfolios for individuals, families and small business owners. The firm charges fees as a percentage of assets under management and concentrates its allocation toward publicly traded equities, deploying exchange-traded instruments as the primary vehicle for core exposure. Portfolio management services appear tailored and hands-on: most client assets are managed on a discretionary basis, which suggests the firm implements model or customized portfolios rather than acting solely in an advisory/consultative role. The adviser does not position itself as an ESG specialist and is not registered as a multi-state adviser. Its owner structure is individual-led and the business activity emphasized in filings is portfolio management for individual and small-business clients. Given its size and client base, the firm likely focuses on straightforward implementation — ETFs and listed equities for market exposure, supplemented by mutual funds and corporate debt to round out fixed income or tactical allocations.

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Public Holdings

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Location & Offices