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| Benin Management Corp
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| CRD # | 110988 |
| SEC # | 801-9326 |
| CIK # | 0001352871 |
| AUM | $521.0 M (2025-07-01) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 203-762-3295 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001352871 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 33.4 | ||
| Apple Inc | 27.0 | ||
| VISA Inc | 16.8 | ||
| PepsiCo Inc | 8.1 | ||
| Allstate Corp | 6.3 | ||
| Amazon Com Inc | 6.2 | ||
| Alphabet Inc | 5.8 | ||
| PNC Financial Services Group Inc | 5.5 | ||
| J P Morgan Chase & Co | 5.5 | ||
| Nvidia Corp | 5.4 | ||
| Costco Wholesale Corp /NEW | 5.3 | ||
| Exxon Mobil Corp | 4.5 | ||
| Fedex Corp | 3.7 | ||
| United Parcel Service Inc | 3.3 | ||
| Chevron Corp | 3.3 | ||
| Walt Disney Co | 3.2 | ||
| Facebook Inc | 3.1 | ||
| ASML Holding NV | 2.9 | ||
| Oracle Corp | 2.3 | ||
| Cisco Systems Inc | 2.3 | ||
| Johnson & Johnson | 2.3 | ||
| Procter & Gamble Co | 2.1 | ||
| SPDR Gold Trust | 2.0 | ||
| Travelers Companies Inc | 2.0 | ||
| Prudential Financial Inc | 2.0 | ||
| Amphenol Corp /DE/ | 1.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 52.4 |
| (b) Individuals (high net worth individuals) | 180 | 404.8 |
| (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 | 3.0 |
| (h) Charitable organizations | 0 | 15.0 |
| (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 | 9 | 45.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,012 | 521.0 |
| By Discretionary | ||
| Discretionary | 1,012 | 521.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,012 | 521.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 521.0 | |
| Total | 1,012 | 521.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001352871] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fortem Financial Group LLC
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|
CA | 0.5 |
|
Tortuga Advisers LLC
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CA | 0.5 |
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The JUNK Investment Group LLC
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MD | 0.5 |
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Richardson Capital Management LLC
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WI | 0.5 |
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Innovative Wealth Building LLC
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MD | 0.5 |
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Kennerman Associate Inc
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NY | 0.5 |
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M Kraus & Company
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|
VT | 0.5 |
|
Dagco Inc
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|
OH | 0.5 |
|
Wealth Planning Corp
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|
OH | 0.5 |
|
Southern Capital Advisors LLC
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|
TN | 0.5 |