Benin Management Corp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$574,302,881
Clients
361
Advisors
2
across 2 offices
About
Benin Management Corporation serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities, delivering discretionary portfolio management, retirement plan consulting and sub‑advisory services. The firm reports approximately $659 million in discretionary assets under management and customizes account strategies through written advisory agreements.
BMC tailors portfolios to client objectives using a combination of fundamental, technical and cyclical analysis and allocates among individual equities and debt, mutual funds, ETFs and options, with ongoing monitoring and biannual reviews. The brochure discloses that the firm employs derivatives (options) and margin borrowing within separately managed accounts, including covered option strategies and the use of leverage when appropriate.
Distinctive features include a relatively small adviser base managing a large asset pool (resulting in high AUM per advisor) and a platform that includes sub‑advisory arrangements and ERISA fiduciary consulting for plan sponsors. The firm’s materials also indicate it does not accept proxy‑voting authority for client securities and does not present comprehensive financial planning as a primary standalone offering.
Client services
Expertise
Fee options
Fixed fees may be negotiated but specific amounts not provided.
$0 - $2,000,000: 1.00% Above $2,000,000+: 0.50%
Hourly fees offered but specific amounts not stated in brochure.
Main office
See officeRedding CT
Advisors at this office
1
Most active in
California · Connecticut · Florida · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Rhode Island · South Carolina · Texas · Vermont · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Christopher B
Series 65
Wilton, CT
Benin Management Corp
Christopher Benin is a financial advisor at Benin Management Corp with 25 years of industry experience. He has held his current role since 2011 and holds a Series 65 designation. Benin Management Corporation serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, retirement plan consulting, and sub-advisory services. The firm manages approximately $659 million in discretionary assets, tailoring portfolios through fundamental, technical, and cyclical analysis across various asset classes including equities, debt, mutual funds, ETFs, and options.
Karen B
Series 65
Redding, CT
Benin Management Corp
Karen Benin is a financial advisor at Benin Management Corp with a Series 65 designation and 20 years of experience at the firm. She is based in Redding, CT, and works within a two-advisor team. Benin Management Corporation serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, retirement plan consulting, and sub-advisory services. The firm customizes investment strategies using fundamental, technical, and cyclical analysis, managing a substantial asset base with a focus on equities, debt, mutual funds, ETFs, and options.
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