BENEMARK, INC
CRD #126735 SEC #801-63937 WESTPORT, CT 203-222-3575
SEC Registered
Total AUM
$228.9M
Discretionary
$0
Employees
3
Clients
1
Accounts
227
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2022 | $228.9M | $0 | $228.9M | 3 | 2 |
| Mar 2022 | $228.9M | $0 | $228.9M | 3 | 2 |
| Mar 2021 | $221.6M | $0 | $221.6M | 3 | 2 |
| Mar 2021 | $221.6M | $0 | $221.6M | 3 | 2 |
| Mar 2021 | $221.6M | $0 | $221.6M | 3 | 2 |
| Jun 2020 | $198.6M | $0 | $198.6M | 3 | 0 |
| Apr 2020 | $198.6M | $0 | $198.6M | 3 | 0 |
| Mar 2019 | $194.6M | $0 | $194.6M | 4 | 0 |
| Mar 2018 | $187.4M | $0 | $187.4M | 4 | 0 |
| Mar 2017 | $162.2M | $0 | $162.2M | 4 | 26 |
| Mar 2016 | $126.6M | $0 | $126.6M | 4 | 26 |
| Mar 2015 | $143.3M | $0 | $143.3M | 4 | 26 |
| Mar 2014 | $131.7M | $0 | $131.7M | 4 | 26 |
| Sep 2013 | $121.2M | $0 | $121.2M | 4 | 26 |
| Mar 2013 | $113.8M | $0 | $113.8M | 4 | 26 |
| Mar 2012 | $106.9M | $0 | $106.9M | 1 | 26 |
| Mar 2009 | $61M | $0 | $61M | 5 | -- |
| Mar 2007 | $59.5M | $0 | $59.5M | 5 | -- |
| Feb 2006 | $44.7M | $0 | $44.7M | 5 | -- |
| Feb 2005 | $32.9M | $0 | $32.9M | 5 | -- |
DateMay 2022
Total AUM$228.9M
Discretionary$0
Non-Disc.$228.9M
Employees3
Clients2
DateMar 2022
Total AUM$228.9M
Discretionary$0
Non-Disc.$228.9M
Employees3
Clients2
DateMar 2021
Total AUM$221.6M
Discretionary$0
Non-Disc.$221.6M
Employees3
Clients2
DateMar 2021
Total AUM$221.6M
Discretionary$0
Non-Disc.$221.6M
Employees3
Clients2
DateMar 2021
Total AUM$221.6M
Discretionary$0
Non-Disc.$221.6M
Employees3
Clients2
DateJun 2020
Total AUM$198.6M
Discretionary$0
Non-Disc.$198.6M
Employees3
Clients0
DateApr 2020
Total AUM$198.6M
Discretionary$0
Non-Disc.$198.6M
Employees3
Clients0
DateMar 2019
Total AUM$194.6M
Discretionary$0
Non-Disc.$194.6M
Employees4
Clients0
DateMar 2018
Total AUM$187.4M
Discretionary$0
Non-Disc.$187.4M
Employees4
Clients0
DateMar 2017
Total AUM$162.2M
Discretionary$0
Non-Disc.$162.2M
Employees4
Clients26
DateMar 2016
Total AUM$126.6M
Discretionary$0
Non-Disc.$126.6M
Employees4
Clients26
DateMar 2015
Total AUM$143.3M
Discretionary$0
Non-Disc.$143.3M
Employees4
Clients26
DateMar 2014
Total AUM$131.7M
Discretionary$0
Non-Disc.$131.7M
Employees4
Clients26
DateSep 2013
Total AUM$121.2M
Discretionary$0
Non-Disc.$121.2M
Employees4
Clients26
DateMar 2013
Total AUM$113.8M
Discretionary$0
Non-Disc.$113.8M
Employees4
Clients26
DateMar 2012
Total AUM$106.9M
Discretionary$0
Non-Disc.$106.9M
Employees1
Clients26
DateMar 2009
Total AUM$61M
Discretionary$0
Non-Disc.$61M
Employees5
Clients--
DateMar 2007
Total AUM$59.5M
Discretionary$0
Non-Disc.$59.5M
Employees5
Clients--
DateFeb 2006
Total AUM$44.7M
Discretionary$0
Non-Disc.$44.7M
Employees5
Clients--
DateFeb 2005
Total AUM$32.9M
Discretionary$0
Non-Disc.$32.9M
Employees5
Clients--