|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Benchmark Plus Management LLC
✚
|
|
|---|---|
| CRD # | 127471 |
| SEC # | 801-62490 |
| CIK # | 0001399114 |
| AUM | $947.4 M (2025-03-28) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 253-573-0657 |
| Address | 820 A Street Tacoma, WA 98402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| 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] | 1,912.8 | 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] | 1,912.8 | 37.6 |
| HF | Benchmark Plus Institutional Partners LLC Large Cap Plus Sleeve | [2012-03-30] | 1,912.8 | 357.4 |
| HF | Benchmark Plus Institutional Partners LLC Low Volatility Sleeve | [2012-03-30] | 1,912.8 | 0.0 |
| HF | Benchmark Plus Institutional Partners LLC Real Alpha Sleeve | [2012-03-30] | 1,912.8 | 482.9 |
| HF | Benchmark Plus Institutional Partners LLC Small Cap Plus Sleeve | [2012-03-30] | 1,912.8 | 0.3 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 0.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 0.9 |
| By Discretionary | ||
| Discretionary | 9 | 0.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 0.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 0.5 | |
| Total | 9 | 0.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Ronan Guilfoyle | 355 | ||
| Amber Ramsey | 72 | ||
| John Dagostino | 111 | ||
| Tammy Seymour | 36 | ||
| Niall Odowd | 23 | ||
| Blair Brinkley | 11 | ||
| Robert Ferguson | 26 | ||
| Scott Franzblau | 9 | ||
| Steven Carroll | 4 | ||
| Stephen Westphal | 4 | ||
| Judd Lee | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| SC 13G | [0001399114] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Benchmark Plus Management LLC | Steel Partners Holdings LP | [2014-05-07] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Metaurus Advisors LLC
✚
|
NJ | 1.0 |
|
Pilgrim Global Advisors LLC
✚
|
NV | 1.0 |
|
Inceptionr LLC
✚
|
1.0 | |
|
ACK Asset Management LLC
✚
|
CT | 0.9 |
|
Mill Hill Capital LLC
✚
|
NY | 0.9 |
|
Newbrook Capital Advisors LP
✚
|
NY | 0.9 |
|
ShawSpring Partners LLC
✚
|
MA | 0.9 |
|
Canaras Capital Management LLC
✚
|
NY | 0.9 |
|
Biglari Capital LLC
✚
|
TX | 0.9 |
|
Atika Capital Management LLC
✚
|
NY | 0.9 |