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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2015
- Office Locations
- 1
Office Locations
About Benzer Capital
Benzer Capital is an independent fiduciary wealth manager providing customized multi-family office services for affluent entrepreneurial families, businesses, and institutions. The firm pairs multi-generational portfolio management with estate, tax and advanced planning, including asset protection, cash-flow and business-exit planning, charitable strategies, and selective alternative investments. Custody includes Charles Schwab.
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Owner & Executives
SALIM ALI NATHANI
Chief Compliance Officer, Managing Member
- CRD
- #4327196
- Ownership
- 75% or more
NOUREEN NATHANI
--
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,644,822 | -- |
| Non-Discretionary | $5,904,091 | -- |
| Total | $102,548,913 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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