Benson Avenue Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 292194
- Website
- www.bensonavenue.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.24%
- Pension & Profit Sharing Plans32.38%
- Charitable Organizations0.32%
- Individuals0.06%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Benson Avenue Capital, LLC is a small, owner-operated advisory firm that focuses on portfolio management for individuals, families and select institutional or small business clients. The firm’s investment posture favors equity exposure, with a clear emphasis on exchange-traded equities and ETFs as the primary vehicle for implementing equity allocations. Strategy execution appears to blend separately managed account structures with pooled mutual fund or ETF sleeves, and the firm supplements core equity holdings with corporate debt and mutual funds where fixed income or diversified exposure is needed. The firm is not positioned as an ESG-focused allocator and does not operate as a multi-state adviser or pension consultant. Fee arrangements are flexible—percentage of AUM, hourly and fixed-fee engagements are offered—allowing the firm to work with both ongoing discretionary mandates and project or consultative relationships.
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 Equities66%
- Public Funds/Mutual Funds32%
- Private Funds2%
Owners & executives
1 of 1
Christopher Palmer
Founder and Chief Investment OfficerCRD 1547110
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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