BENGAL ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2018
Total AUM
$198M
Discretionary
$198M
100% of AUM
Avg account
$49.4M
Accounts
4
Employees
7
Advisory reps
2

Firm details

Headquarters
SANTA MONICA, California
CRD number
168688
Registered since
April 19, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bengal Asset Management, LLC is a hedge-fund adviser focused on running pooled investment vehicles for institutional investors. Registered with the SEC in 2018 as a limited liability company, the firm manages a concentrated set of funds rather than providing one-on-one advisory services. Its business model mixes a percentage-of-AUM fee with performance-based fees, which aligns manager compensation with fund returns and suggests active, return-seeking strategies. The firm does not position itself as an ESG investor and is not organized as a multi-state adviser. Bengal’s investment activity centers on pooled hedge-fund structures and selective allocations to third-party alternative managers for specific exposures. With a very small client base, the firm structures capital commitments across a limited number of institutional investors and underlying fund owners.

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

1 of 1
  • HARRISON LEONG

    Chief Compliance OfficerCRD 3106996

Contacts

1 of 1
  • ROBERT SANTOS

    Managing DirectorCRD 2852880

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

SANTA MONICA, CA

LOS ANGELES

Location

SANTA MONICA, CA

Headquartered in SANTA MONICA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
2001 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth