|
⚲
|
| Bennett Selby Investments Limited Partnership
✚
|
|
|---|---|
| CRD # | 137075 |
| SEC # | 801-119670 |
| CIK # | 0001840740 |
| AUM | $335.9 M (2026-03-09) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 617-335-7087 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 41.6 | ||
| Apple Inc | 38.1 | ||
| Facebook Inc | 20.3 | ||
| Visa Inc | 18.3 | ||
| Priceline Com Inc | 17.2 | ||
| Mastercard Inc | 10.2 | ||
| Nvidia Corp | 9.5 | ||
| Amazon Com Inc | 7.7 | ||
| Uber Technologies Inc | 7.2 | ||
| Microsoft Corp | 7.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 2.4 |
| (b) Individuals (high net worth individuals) | 88 | 329.9 |
| (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 | 1 | 3.5 |
| (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 | 447 | 335.9 |
| By Discretionary | ||
| Discretionary | 447 | 335.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 447 | 335.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.5 | |
| United States Persons | 332.4 | |
| Total | 447 | 335.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001840740] |
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|---|---|---|
|
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CA | 0.3 |
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Kilner Capital Advisors LLC
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MD | 0.3 |
|
ADG Wealth Management Group LLC
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LA | 0.3 |
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TX | 0.3 |
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Cogent Strategic Wealth LLC
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IL | 0.3 |
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Shared Vision Wealth Group LLC
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0.3 | |
|
Mid-American Wealth Advisory Group Inc
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|
MO | 0.3 |
|
Pollock Investment Advisors LLC
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MI | 0.3 |
|
Personal Financial Profiles Inc
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FL | 0.3 |
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The Menard Financial Group LLC
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TX | 0.3 |