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| Keyboard |
| Sjbenen Advisory LLC
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|
|---|---|
| CRD # | 283153 |
| SEC # | 801-119419 |
| CIK # | 0001813225 |
| AUM | 399.9 M (2026-03-09) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 919-251-9270 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 14.0 | ||
| Coinbase Global Inc | 9.9 | ||
| Apple Inc | 4.9 | ||
| Palantir Technologies Inc | 4.3 | ||
| Tesla Motors Inc | 3.9 | ||
| J P Morgan Chase & Co | 2.9 | ||
| Schwab Charles Corp | 0.5 | ||
| Big Rock Partners Acquisition Corp | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 100.6 |
| (b) Individuals (high net worth individuals) | 49 | 261.2 |
| (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 | 3 | 2.7 |
| (h) Charitable organizations | 1 | 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 | 4 | 28.5 |
| (n) Other | 2 | 7.0 |
| Total | 398 | 399.9 |
| By Discretionary | ||
| Discretionary | 398 | 399.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 398 | 399.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 399.9 | |
| Total | 398 | 399.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001813225] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Retail, Research |
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