Benin Management Corp

RIASEC RegisteredEst. 1973

Total AUM

$659M

Discretionary

$659M

100% of AUM

Avg account

$622K

Accounts

1,059

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 110988
Registered since: June 4, 1973
Website: www.beninmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI79.16%
Corporations / Businesses9.47%
Individuals7.97%
Charitable Organizations2.61%
Pension & Profit Sharing Plans0.8%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Benin Management Corp is an independent registered investment adviser, SEC-registered since 1973 and owned by an individual. The firm serves both individual & family and institutional clients, with its advisory activity focused on portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM component alongside fixed fees and other fee structures. Benin does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant or related adviser. The firm is not described as a capital allocator.