BENKEI ASSET MANAGEMENT

Overview

Benkei Asset Management is a small, equity-oriented registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm operates as a limited liability company under individual ownership and runs a fee model that combines a percentage-of-assets charge with the possibility of performance-based fees. That mix, together with the firm’s reported use of hedge funds, suggests an active approach to management — a core emphasis on liquid public equities supplemented by manager-driven alternative strategies where performance fees are more common. Benkei does not position itself as an ESG investor and is not set up as a multi-state adviser. Given the firm’s client profile (high-net-worth individuals, families and some small institutional clients), its investment posture appears to prioritize transparency and liquidity through exchange-traded instruments while retaining the flexibility to allocate to third‑party managers and mutual funds for specialized exposure or active strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices