$41.7M Total AUM
$41.7M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
13 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-22-2013
- Office Locations
- 1
Office Locations
3130 Route 44/55 Gardiner NY
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.
Team overview
-- AVG AGE
$41.7M AVG AUM / ADVISOR
$886.7K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
13yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
T
TAKUYA ARAI
Investment Advisor
- CRD
- #6107056
- 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 | $41,673,746 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,673,746 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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