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Bench WALK Advisors LLC
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CRD # | 313945 |
SEC # | 801-125767 |
CIK # | |
AUM | $333.1 MM (2024-03-30) |
Employees | 15 (87% Investors, 0% Brokers) |
Phone | 302-426-2100 |
Address | 123 Justison St Wilmington, DE 19801 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
PE | Bench WALK 21N LP | [2024-03-30] | 2.2 | 5.6 |
PE | Bench WALK 21V LP | [2024-03-30] | 1.1 | 1.1 |
PE | Bench WALK 22A LP | [2024-03-30] | 2.4 | 3.0 |
PE | Bench WALK 22J LP | [2024-03-30] | 0.0 | 9.2 |
PE | Bench WALK 22K LP | [2024-03-30] | 3.1 | 3.1 |
PE | Bench WALK 22M LP | [2024-03-30] | 10.1 | 10.1 |
PE | Bench WALK 23B LP | [2024-03-30] | 15.8 | 15.5 |
PE | Bench WALK 23C LP | [2024-03-30] | 49.9 | 37.5 |
PE | Bench WALK 23D LP | [2024-03-30] | 6.2 | 8.2 |
PE | Bench WALK 23E LP | [2024-03-30] | 8.7 | 8.7 |
View All |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 62 | 333.1 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 66 | 333.1 |
By Discretionary | ||
Discretionary | 63 | 129.2 |
Non-Discretionary | 3 | 203.8 |
Total | 66 | 333.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 333.1 | |
Total | 66 | 333.1 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
Michael Leavitt | 78 | |||
Stuart Grant | 71 | |||
Bench WALK Advisors LLC | 70 | |||
Bench WALK Associates GP LLC | 60 | |||
Jay Eisenhofer | 3 | |||
Bench WALK Legal Associates LLC | 3 | |||
Bench WALK Advisors Associates LLC | 3 | |||
Bench WALK Legal Associates GP LLC | 2 | |||
Bench WALK T-GP LLC | 1 | |||
Grant Stuart | 1 | |||
View All |
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Harlan Capital Partners LLC
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Endurance Engineering Management LP
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CA | 0.3 |
GDA LUMA Capital Management LP
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FL | 0.3 |
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NY | 0.3 |
Avant Management LLC
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CO | 0.3 |
Cambrian Capital Management LLC
✚
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PA | 0.3 |