Benchmark Investment Advisors LLC

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Assets, Funds, Holdings

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Benchmark Investment Advisors LLC
CRD #159705
SEC #801-73022
CIK #0001910971
AUM $270.2 MM (2024-03-25)
Employees 4 (100% Investors, 0% Brokers)
Phone312-552-7160
Address180 N Stetson Ave, Ste 1990
Chicago, IL 60601
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
3002401801206002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 31.8
MSFT 1,918,222.4 5.9
GOOGL 1,475,138.5 4.5
AAPL 2,382,844.0 4.5
AVGO 201,282.9 4.0
URI 17,758.9 3.7
LRCX 60,793.2 3.5
AMZN 1,092,997.8 3.4
KLAC 49,261.0 3.2
TSM 437,370.3 3.1
View All
Holdings by Sector ($MM)
14011284562802022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 10 1.7
(b) Individuals (high net worth individuals) 87 201.4
(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 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 17.9
(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 49.2
(n) Other 0 0.0
Total 100 270.2
By Discretionary
Discretionary 100 270.2
Non-Discretionary 0 0.0
Total 100 270.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 270.2
Total 100 270.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001910971]
Related Firms State AUM ($BB)
G Squared Equity Management LP
IL 3.1
Benchmark Investment Advisors LLC
IL 0.3
Comparable Firms State AUM ($BB)
TULL Financial Group Inc
VA 0.3
Taylor & Morgan Wealth Management LLC
MI 0.3
Dentgroup LLC
LA 0.3
Prairie Sky Financial Group LLC
IL 0.3
Worth Asset Management LLC
TX 0.3
Cordant Inc
OR 0.3
Attessa Capital LLC
AZ 0.3
Pathways Advisory Group Inc
CA 0.3
Greenberg Financial Group
AZ 0.3
Dorval Corporation
MN 0.3
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