B
CRD: 117460
Benchmark Capital Management Corporation
$19.5M Total AUM
$18.0M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-24-1998
- Office Locations
- 1
Office Locations
386 State Street Portsmouth NH
About Benchmark Capital Management Corporation
Benchmark Capital Management Corporation is a Portsmouth-based RIA. The firm has been operating for 28 years. Managing $19.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and State Street.
Team overview
-- AVG AGE
$19.5M AVG AUM / ADVISOR
$452.9K AVG AUM / CLIENT
28.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN JAMES HEBERT
President
- CRD
- #1185812
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,009,454 | -- |
| Non-Discretionary | $1,466,311 | -- |
| Total | $19,475,765 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Other:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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