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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) |
|---|
| CIK | Period |
|---|---|
| 0001910971 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 24.6 | |
| Facebook Inc | 6.0 | |
| Microsoft Corp | 5.6 | |
| Applovin Corp | 5.6 | |
| Broadcom Inc | 5.4 | |
| Amazon Com Inc | 4.7 | |
| Alphabet Inc | 4.6 | |
| VISA Inc | 4.3 | |
| United Rentals Inc /DE | 4.0 | |
| Palo Alto Networks Inc | 3.8 | |
| Apple Inc | 3.7 | |
| CrowdStrike Holdings Inc | 3.6 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 3.1 | |
| Mastercard Inc | 3.0 | |
| Fiserv Inc | 3.0 | |
| KLA Tencor Corp | 2.9 | |
| Arista Networks Inc | 2.9 | |
| Uber Technologies Inc | 2.9 | |
| J P Morgan Chase & Co | 2.4 | |
| Emcor Group Inc | 2.4 | |
| Roper Industries Inc | 2.4 | |
| GS Acquisition Holdings Corp | 2.2 | |
| Parker Hannifin Corp | 1.9 | |
| Applied Materials Inc /DE | 1.8 | |
| Comfort Systems USA Inc | 1.7 | |
| Copart Inc | 1.7 | |
| Netflix Inc | 1.7 | |
| Grainger W W Inc | 1.6 | |
| Priceline Com Inc | 1.6 | |
| Autozone Inc | 1.6 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($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
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|
IL | 0.3 |
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|---|---|---|
|
TULL Financial Group Inc
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VA | 0.3 |
|
Golden Reserve Retirement LLC
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|
OH | 0.3 |
|
Landmark Wealth Management LLC
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|
NY | 0.3 |
|
Dorval Corporation
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MN | 0.3 |
|
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
✚
|
IL | 0.3 |
|
Dentgroup LLC
✚
|
LA | 0.3 |