AUMdb

Benin Management Corp

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 110988 · SEC file 801-9326 · · WWW.BENINMANAGEMENT.COM
☆ Save with Pro ADV data as of Jul 01, 2026
Regulatory AUM
$659M
Discretionary
$659M
Clients
370
Avg AUM / client
$1.8M
Accounts
1,059
Employees
3

AUM over time

$226M $659M
Mar 16, 2012 Jul 1, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 01, 2026

Investments (13F portfolio — 152 positions, $493,830,701)

13F period Jun 30, 2026
#IssuerClassValueShares% of 13F% of AUM
1 State Str Spdr S&P 500 Etf T TR UNIT $158,194,779 211,839 32.0% 24.0%
2 Apple Inc COM $44,392,313 153,416 8.99% 6.73%
3 Microsoft Corp COM $29,184,791 78,239 5.91% 4.43%
4 Invesco Qqq Tr UNIT SER 1 $20,675,166 28,076 4.19% 3.14%
5 Visa Inc COM CL A $15,867,911 46,250 3.21% 2.41%
6 State Str Spdr Dow Jones Ind UT SER 1 $13,005,944 24,897 2.63% 1.97%
7 Alphabet Inc CAP STK CL C $12,087,959 34,212 2.45% 1.83%
8 Ishares Tr 20 YR TR BD ETF $9,906,584 114,633 2.01% 1.5%
9 Jpmorgan Chase & Co COM $8,029,611 24,531 1.63% 1.22%
10 Nvidia Corporation COM $7,667,249 38,319 1.55% 1.16%
11 Pepsico Inc COM $7,629,758 56,350 1.55% 1.16%
12 Allstate Corp COM $7,065,787 29,696 1.43% 1.07%
13 Pnc Finl Svcs Group Inc COM $7,044,108 28,609 1.43% 1.07%
14 Amazon Com Inc COM $6,982,647 29,297 1.41% 1.06%
15 Ge Vernova Inc COM $6,418,260 5,463 1.3% 0.97%
16 Fedex Corp COM $4,635,890 14,805 0.94% 0.7%
17 Costco Wholesale Corporation COM $4,424,773 4,730 0.9% 0.67%
18 Cisco Sys Inc COM $4,050,955 34,488 0.82% 0.61%
19 Chevron Corporation COM $3,870,491 23,350 0.78% 0.59%
20 Caterpillar Inc COM $3,817,667 3,585 0.77% 0.58%
21 Ishares Silver Tr ISHARES $3,782,200 70,735 0.77% 0.57%
22 Johnson & Johnson COM $3,519,941 13,860 0.71% 0.53%
23 Tesla Inc COM $3,344,191 7,951 0.68% 0.51%
24 Spdr Gold Tr GOLD SHS $3,178,383 8,628 0.64% 0.48%
25 Amphenol Corp CL A $3,070,789 17,416 0.62% 0.47%

Top 25 of 152 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 166 $52.5M 7.97%
High net worth individuals 195 $522M 79.2%
Pension and profit sharing plans Fewer than 5 $5.3M 0.8%
Charitable organizations Fewer than 5 $17.2M 2.61%
Corporations and other businesses 9 $62.4M 9.47%

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Benin, Peter, Michael President And Chief Executive Officer May 1973 (53y) Less than 5%
Christopher Alan Benin Chief Investment Officer Oct 2001 (25y) 75% or more
Karen Sutton Benin Chief Compliance Officer May 2010 (16y) Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/01/2026 925 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Percentage of assets under management
  • • Fixed fees
  • • Other fees
  • • NEGOTIATE FEES

Services

  • • Portfolio management for individuals/small businesses

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.

View current Form ADV (SEC/IAPD) ↗