Bennett Selby Investments, L.P.

Overview

Bennett Selby Investments, L.P. is a limited partnership investment adviser that focuses on equity-driven portfolio management for individual, family and institutional clients. The firm operates as an active manager with a clear preference for exchange-traded equities and concentrates meaningful capital in a limited number of public positions. Its business model combines discretionary portfolio management for individuals and small businesses with pension consulting services, and it charges clients on a percentage-of-AUM fee basis. The adviser registered with the SEC in 2020 and is owned by an individual. The firm is not positioned as an ESG-driven investor and its stated asset preference is equities. Public equity holdings comprise the bulk of its reported 13F assets, while the firm also deploys capital to third-party alternative managers — primarily private equity, hedge funds and real estate — to complement its core public-market exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices