Benchmark Plus Management, Llc
- Regulatory AUM
- $767M
- Discretionary
- $767M
- Clients
- 9
- Avg AUM / client
- $85.3M
- Accounts
- 9
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $767M | 100.0% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Benchmark Plus Institutional Partners, L.L.C. Real Alpha Sleeve master | Hedge Fund | Delaware | $542M | 10 |
| Benchmark Plus Institutional Partners, L.L.C. Large Cap Plus Sleeve master | Hedge Fund | Delaware | $371M | 9 |
| Benchmark Plus Partners, L.L.C. Real Alpha Sleeve master | Hedge Fund | Delaware | $65.5M | 26 |
| Benchmark Plus Partners, L.L.C. Large Cap Plus Sleeve master | Hedge Fund | Delaware | $30.3M | 16 |
| Benchmark Plus Partners, L.L.C. Gold Plus Sleeve master | Hedge Fund | Delaware | $6.8M | 11 |
| Benchmark Plus Partners, L.L.C. Small Cap Plus Sleeve master | Hedge Fund | Delaware | $5.5M | 9 |
| Benchmark Plus Partners, L.L.C. Long Term Government Bond Plus Sleeve master | Hedge Fund | Delaware | $2.8M | 8 |
| Benchmark Plus Partners, L.L.C. Large Cap Bear Plus Sleeve master | Hedge Fund | Delaware | $1.7M | 4 |
| Benchmark Plus Institutional Partners, L.L.C. Small Cap Plus Sleeve master | Hedge Fund | Delaware | $311K | 2 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Franzblau, Scott | Owner | Jul 2003 (23y) | 10% – 25% | |
| Ferguson, Robert, Scott | Cio & Owner | Aug 2008 (18y) | 25% – 50% | |
| Carroll, Steven, Anthony | Cco, Cfo, & Owner | Jan 2015 (12y) | 10% – 25% | |
| Westphal, Stephen, Reid | Owner | Dec 2020 (6y) | 10% – 25% |
Undisclosed: 0% – 45% 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.
Private funds (9, $1.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Benchmark Plus Institutional Partners, L.L.C. Real Alpha Sleeve | Hedge Fund | $542M | $5.0M | 10 |
| Benchmark Plus Institutional Partners, L.L.C. Large Cap Plus Sleeve | Hedge Fund | $371M | $5.0M | 9 |
| Benchmark Plus Partners, L.L.C. Real Alpha Sleeve | Hedge Fund | $65.5M | $1.0M | 26 |
| Benchmark Plus Partners, L.L.C. Large Cap Plus Sleeve | Hedge Fund | $30.3M | $1.0M | 16 |
| Benchmark Plus Partners, L.L.C. Gold Plus Sleeve | Hedge Fund | $6.8M | $1.0M | 11 |
| Benchmark Plus Partners, L.L.C. Small Cap Plus Sleeve | Hedge Fund | $5.5M | $1.0M | 9 |
| Benchmark Plus Partners, L.L.C. Long Term Government Bond Plus Sleeve | Hedge Fund | $2.8M | $1.0M | 8 |
| Benchmark Plus Partners, L.L.C. Large Cap Bear Plus Sleeve | Hedge Fund | $1.7M | $1.0M | 4 |
| Benchmark Plus Institutional Partners, L.L.C. Small Cap Plus Sleeve | Hedge Fund | $311K | $5.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.95 MB | 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗