BENCHMARK PLUS MANAGEMENT

RIASEC RegisteredEst. 2003

Total AUM

$767M

Discretionary

$767M

100% of AUM

Avg account

$85.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: GIG HARBOR, Washington
CRD number: 127471
Registered since: October 31, 2003
Website: bpfunds.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Benchmark Plus Management is a privately held limited liability company organized as a hedge fund manager that primarily serves institutional clients. The firm is SEC-registered (since 2003) and operates as a Commodity Pool Operator/Commodity Trading Advisor (CPO/CTA), focusing on portfolio management for pooled investment vehicles and the selection of sub-advisers. Its business model combines a traditional percentage-of-assets fee with performance-based fees, consistent with hedge fund compensation structures. Benchmark Plus is not positioned as an ESG investor and is classified as a single-state adviser under its reporting. Investment activity emphasizes pooled vehicles: the firm runs multiple hedge funds and acts as the allocator and manager of those vehicles rather than focusing on retail or high-volume individual accounts. It also engages in manager selection for external strategies, which indicates a hybrid approach that mixes direct portfolio construction for its funds with third-party manager exposure where appropriate.