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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Benchmark Investment Advisors LLC
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|---|---|
| CRD # | 159705 |
| SEC # | 801-73022 |
| CIK # | 0001910971 |
| AUM | $305.3 M (2025-03-20) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 312-552-9595 |
| Address | 180 N Stetson Ave, Ste 1990 Chicago, IL 60601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 24.6 | ||
| Facebook Inc | 6.0 | ||
| Microsoft Corp | 5.6 | ||
| Applovin Corp | 5.6 | ||
| Broadcom Inc | 5.4 | ||
| Amazon Com Inc | 4.7 | ||
| Alphabet Inc | 4.6 | ||
| VISA Inc | 4.3 | ||
| United Rentals Inc /DE | 4.0 | ||
| Palo Alto Networks Inc | 3.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 3.3 |
| (b) Individuals (high net worth individuals) | 89 | 226.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 19.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 55.5 |
| (n) Other | 0 | 0.0 |
| Total | 112 | 305.3 |
| By Discretionary | ||
| Discretionary | 112 | 305.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 112 | 305.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 305.3 | |
| Total | 112 | 305.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001910971] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
G Squared Equity Management LP
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|
IL | 3.8 |
|
Benchmark Investment Advisors LLC
✚
|
IL | 0.3 |
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|---|---|---|
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TULL Financial Group Inc
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VA | 0.3 |
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Golden Reserve Retirement LLC
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OH | 0.3 |
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Landmark Wealth Management LLC
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NY | 0.3 |
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Dorval Corporation
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MN | 0.3 |
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Comprehensive Wealth Management LLC
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WA | 0.3 |
|
Commonwealth Retirement Investments LLC
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VA | 0.3 |
|
Law & Associates Inc
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MD | 0.3 |
|
Cordant Inc
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OR | 0.3 |
|
Prairie Sky Financial Group LLC
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|
IL | 0.3 |
|
Dentgroup LLC
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LA | 0.3 |