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| Benchmark Plus Management LLC
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| |
|---|---|
| CRD # | 127471 |
| SEC # | 801-62490 |
| CIK # | 0001399114 |
| AUM | $1.0 BB (2024-03-28) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 253-573-0657 |
| Address | 820 A Street Tacoma, WA 98402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Benchmark Plus Singulus Fund LP - CO2 | [2016-03-30] | 11.3 | 0.5 |
| HF | Benchmark Plus Singulus Fund LP - CO2 Series B | [2016-03-30] | 11.3 | 0.6 |
| HF | Benchmark Plus Institutional Partners LLC Liquidating Sleeve | [2015-03-31] | 622.4 | 57.9 |
| HF | Benchmark Plus Singulus Fund LP - CO1 | [2015-03-31] | 11.3 | 0.3 |
| HF | Benchmark Plus Singulus Fund LP | [2014-03-31] | 11.3 | 1.8 |
| HF | Benchmark Plus Institutional Partners LLC Aggregate Bond Plus Sleeve | [2012-03-30] | 622.4 | 37.6 |
| HF | Benchmark Plus Institutional Partners LLC Large Cap Plus Sleeve | [2012-03-30] | 622.4 | 371.5 |
| HF | Benchmark Plus Institutional Partners LLC Low Volatility Sleeve | [2012-03-30] | 622.4 | 0.0 |
| HF | Benchmark Plus Institutional Partners LLC Real Alpha Sleeve | [2012-03-30] | 622.4 | 542.0 |
| HF | Benchmark Plus Institutional Partners LLC Small Cap Plus Sleeve | [2012-03-30] | 622.4 | 0.3 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 9 | 1.0 |
| (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 | 9 | 1.0 |
| By Discretionary | ||
| Discretionary | 9 | 1.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 1.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 0.5 | |
| Total | 9 | 1.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Ronan Guilfoyle | 345 | |||
| Amber Ramsey | 72 | |||
| John Dagostino | 108 | |||
| Tammy Seymour | 29 | |||
| Niall Odowd | 20 | |||
| Blair Brinkley | 11 | |||
| Robert Ferguson | 26 | |||
| Scott Franzblau | 9 | |||
| Stephen Westphal | 4 | |||
| Steven Carroll | 4 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| SC 13G | [0001399114] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Benchmark Plus Management LLC | Steel Partners Holdings LP | [2014-05-07] |
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