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Benchmark Plus Management, LLC

● SEC registered since 2003CRD 127471SEC# 801-62490Tacoma, WA
Export (members)
Ranks #2,763 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$947.4M
Fund GAV
$947.4M
Private funds
9
Employees
8
Accounts
9
Location
Tacoma, WA

Benchmark Plus Management, LLC assets under management

Benchmark Plus Management, LLC is a registered investment adviser overseen by the SEC based in Tacoma, WA. The firm has been registered since 2003. It reports $947.4 million in regulatory assets under management and employs 8 people. Benchmark Plus Management, LLC manages 9 private funds with combined gross assets of $947.4 million, including Benchmark Plus Institutional Partners, L.L.C. Real Alpha Sleeve. By regulatory assets, it ranks 2,763 of 5,911 private fund managers.

Benchmark Plus Management, LLC private funds

9 funds · $947.4M GAV
FundTypeGross assetsMin.
Benchmark Plus Institutional Partners, L.L.C. Real Alpha SleeveHedge$482.9M$5M
Benchmark Plus Institutional Partners, L.L.C. Large Cap Plus SleeveHedge$357.4M$5M
Benchmark Plus Partners, L.L.C. Real Alpha SleeveHedge$62.4M$1M
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Benchmark Plus Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Robert Scott Ferguson ControlCio & Owner25-50%2008
Scott Franzblau ControlOwner10-25%2003
Stephen Reid Westphal ControlOwner10-25%2020
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Frequently asked questions

How much does Benchmark Plus Management, LLC manage?

Benchmark Plus Management, LLC reports $947.4 million in regulatory assets under management on its Form ADV.

How many private funds does Benchmark Plus Management, LLC manage?

Benchmark Plus Management, LLC manages 9 private funds with combined gross assets of $947.4 million.

How many employees does Benchmark Plus Management, LLC have?

Benchmark Plus Management, LLC reports 8 employees.

Where is Benchmark Plus Management, LLC located?

Benchmark Plus Management, LLC is based in Tacoma, WA and has been SEC-registered since 2003.

Does Benchmark Plus Management, LLC disclose fund performance?

Benchmark Plus Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address820 a Street, Suite 700, Tacoma, WA 98402
Phone253-573-0657
Fax253-396-9066
Office hours8 a.m. To 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$947.4M
Non-discretionary$0
Total (RAUM)$947.4M

Service providers