|
⚲
|
| Keyboard |
| Benchmark Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 159705 |
| SEC # | 801-73022 |
| CIK # | 0001910971 |
| AUM | 329.2 M (2026-03-31) |
| Employees | 6 (67% 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 | 27.5 | ||
| Applovin Corp | 6.0 | ||
| Alphabet Inc | 5.9 | ||
| KLA Tencor Corp | 5.9 | ||
| Broadcom Inc | 5.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 5.7 | ||
| Facebook Inc | 5.1 | ||
| Lam Research Corp | 4.4 | ||
| United Rentals Inc /DE | 4.2 | ||
| Microsoft Corp | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 6.1 |
| (b) Individuals (high net worth individuals) | 93 | 254.1 |
| (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 | 2 | 11.0 |
| (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 | 2 | 58.0 |
| (n) Other | 0 | 0.0 |
| Total | 126 | 329.2 |
| By Discretionary | ||
| Discretionary | 126 | 329.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 126 | 329.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 329.2 | |
| Total | 126 | 329.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001910971] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
G Squared Equity Management LP
✚
|
IL | 6,597.7 M |
|
Benchmark Investment Advisors LLC
✚
|
IL | 329.2 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tiemann Investment Advisors LLC
✚
|
CA | 341.1 M |
|
Comprehensive Wealth Management LLC
✚
|
WA | 338.4 M |
|
Dentgroup LLC
✚
|
LA | 338.4 M |
|
Boulder Wealth Advisors LLC
✚
|
CO | 337.9 M |
|
Washington Avenue Advisors LLC
✚
|
MI | 336.9 M |
|
Claris Financial LLC
✚
|
VA | 330.2 M |
|
Stonebridge Financial Planning Group LLC
✚
|
FL | 329.7 M |
|
Law & Associates Inc
✚
|
MD | 326.6 M |
|
Valuewealth Services LLC
✚
|
MD | 319.0 M |
|
Openair Financial LLC
✚
|
TX | 318.0 M |