$335.9M Total AUM
$335.9M Disc. AUM
31.4% 3Y CAGR
3 Employees
194 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-18-2006
- Office Locations
- 3
Office Locations
-- Falmouth ME
-- LOS Angeles CA
-- Toronto --
About Bennett Selby Investments, L.p.
Bennett Selby Investments is a registered investment adviser providing discretionary asset management for patient, long-term investors. The firm uses a fundamental, value-oriented approachâbuying exceptional businesses at attractive prices and holding them until superior business performance is fully realized. Primarily serves retail clients and custodies assets with Charles Schwab & Co.
Team overview
-- AVG AGE
$167.9M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
13.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
20yrs Firm Age
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Asset Classes
Catalyst atlas Quantum matrix Eagle Optima
Investment Themes
Quantum meridian Zenith frontier
Investment Vehicles
Vertex
Services
Summit alpha Prime Signal Pathway beacon
Owner & Executives
M
MATTHEW GEORGE BENNETT
Chief Compliance Officer
- CRD
- #4741659
- Ownership
- 75% or more
(963) 531-8681
value.horizon@ridgecapital.com
in linkedin.com/in/frontier-alpha
Showing 1 of 1 owners & executives
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M
MADELINE DARCY
--
- CRD
- #8136141
(213) 417-9777
vertex.harbor@wavecapital.com
in linkedin.com/in/harbor-beacon
M
MARK T SELBY
Director
- CRD
- #5038293
(584) 573-5661
foundation.glacier@elementcapital.com
in linkedin.com/in/prime-zenith
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $335,870,177 | $751,387 |
| Non-Discretionary | $0 | -- |
| Total | $335,870,177 | $751,387 |
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Separately Managed Accounts
Total SMA Asset: $335,870,177
Equity - Exchange:
17.7% Public Funds:
6.3% U.S. Government/Agency:
27.4% Cash:
26.2% Equity - OTC:
22.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,506,235,383 | 17.7% |
| Public Funds | $536,117,679 | 6.3% |
| U.S. Government/Agency | $2,331,686,412 | 27.4% |
| Cash | $2,229,568,759 | 26.2% |
| Equity - OTC | $1,906,196,189 | 22.4% |
| Total | $8,509,804,422 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL UNISON FUSION | GLACIER DELTA | BF0H8P49O | BRUPS | 11.82% | $64,900,023 |
| ATLAS TIMBER | MOMENTUM FRONTIER | M5FIGWIS9 | TDQEL | 5.95% | $98,191,308 |
| UNISON ZENITH MERIDIAN | ELEMENT LEGACY | 53WH9S727 | MPSC | 3.58% | $18,282,380 |
| ATLAS FRONTIER UNISON | GLACIER CREST | ERGMUFBWK | WIN | 12.49% | $88,968,904 |
| HORIZON GLACIER ELEMENT | PIONEER WAVE | 5PSTPN7CR | NJKBU | 11.84% | $97,579,944 |
| MATRIX VITAL FOUNDATION | OAK VECTOR | DXEI5EKQO | ETV | 7.50% | $72,487,967 |
| RADIAL RIDGE MATRIX | BRIDGE ATLAS | WRZCQXM71 | AWJ | 7.59% | $114,391,959 |
| BEACON OPTIMA SUMMIT | UNISON UNISON | E5R4A78BT | KLR | 0.90% | $108,409,429 |