Bennett Selby Investments, L.P.
Firm details
- Headquarters
- ,
- CRD number
- 137075
- Registered since
- October 22, 2020
- Website
- www.bennettselby.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.23%
- Pension & Profit Sharing Plans1.05%
- Individuals0.73%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Bennett Selby Investments, L.P. is an independent RIA organized as a limited partnership and registered with the SEC in 2020. The firm is individually owned and manages assets for both individuals and families as well as institutional clients. Its advisory work centers on portfolio management for individuals and small businesses and on pension consulting services. The firm charges clients on a percentage-of-AUM basis and shows a clear preference for equity exposure across client portfolios. It does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Public Funds/Mutual Funds6%
- US Government Bonds3%
- Non-Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Mark Selby
Director & CEOCRD 5038293
Contacts
2 of 2
Matthew Bennett
Founder & Managing DirectorCRD 4741659
Madeline Darcy
Venture SpecialistCRD 8136141
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$15.3M in ETFs
99%
$15M
0%
$229K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $5.5M | 7,262 | 36.28% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Shared Vision Wealth Group
RIALEH III Management LLC
RIAEnglewood, CO
Peachtree Investment Partners, LLC
RIACross Rapids Capital LP
RIANew York, NY
Intrepid Investment Management, LLC
RIAHouston, TX
Cogent Strategic Wealth LLC
RIAChicago, IL