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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-22-2013
- Office Locations
- 1
Office Locations
About Benkei Asset Management
Benkei Asset Management is a Gardiner, NY-based investment advisory firm serving retail and institutional clients. The firm provides asset management, asset allocation, and portfolio construction, with additional support in estate planning and insurance. Its SMA implementation is predominantly ETF-based (with modest cash), making it a straightforward partner for ETF model and sleeve discussions.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 47 clients, or 47 clients per representative. That equates to $886.7K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Benkei Asset Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TAKUYA ARAI
Investment Advisor
- CRD
- #6107056
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,673,746 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,673,746 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Benkei Asset Management has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.