BENZER CAPITAL

Overview

Benzer Capital is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm’s advisory mix centers on financial planning and discretionary portfolio management across single accounts and pooled vehicles, supplemented by pension consulting and educational programming. Fee arrangements include asset‑based fees, hourly billing and fixed fees, giving flexibility across client types. Investment posture is equity‑tilted: exchange‑traded equities and ETFs are the primary building blocks the firm uses for client portfolios. They also incorporate mutual funds and external hedge funds where appropriate, and they operate as a sponsor/GP and managing member for pooled investment vehicles, which suggests capacity to originate or co‑manage private funds alongside standard advisory mandates. Benzer Capital does not position itself as an active ESG investor and is not presented as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices