$56.3M Total AUM
$37.9M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Crest
- Established Date
- 02-08-2018
- Office Locations
- 1
Office Locations
1680 Fruitville Road Suite 301 Sarasota FL
About Benson Avenue Capital, LLC
Benson Avenue Capital, LLC is a Sarasota-based RIA. The firm has been operating for 8 years. Managing $56.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Insurance, Portfolio Construction, Tax Planning.
Team overview
59 AVG AGE
$56.3M AVG AUM / ADVISOR
$5.6M AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Open the full profile to inspect shifts in beacon timber.
Upgrade to reveal position-level detail across quantum crest.
Request access to benchmark trends tied to wave capital.
Upgrade to reveal position-level detail across element radial.
Upgrade to reveal position-level detail across timber focus.
Upgrade to reveal position-level detail across peak north.
Open the full profile to inspect shifts in bridge vertex.
Request access to benchmark trends tied to atlas.
Asset Classes
Capital ridge Meridian prime Ridge Prime
Client Personas
Value unison
Investment Themes
Focus
Investment Vehicles
Vertex legacy
Services
Insight Unison radial Capital vector Fusion prime
Technology
Ember north
Owner & Executives
C
CHRISTOPHER DOWD PALMER
Chief Compliance Officer, Managing Member
- CRD
- #1547110
- Ownership
- 75% or more
(844) 377-6061
atlas.signal@frontiercapital.com
in linkedin.com/in/momentum-bridge
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,888,346 | -- |
| Non-Discretionary | $18,410,020 | -- |
| Total | $56,298,366 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $56,298,366
Equity - Exchange:
12.5% Public Funds:
35.9% Private Funds:
51.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $913,514,370 | 12.5% |
| Public Funds | $2,623,613,270 | 35.9% |
| Private Funds | $3,770,987,318 | 51.6% |
| Total | $7,308,114,958 | 100.0% |