Bennett Selby Investments, L.P.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$332,356,510
Clients
96
Advisors
3
across 2 offices
About
Bennett Selby Investments provides discretionary investment supervisory services to individual clients — including high-net-worth households — and to qualified retirement plans, offering pension consulting and ERISA Section 3(38) discretionary fiduciary services for plan sponsors. The firm manages separately managed accounts for a relatively small client base across a three-advisor team.
The adviser follows a long-term, value-oriented equity strategy that emphasizes concentrated portfolios, low turnover, and holding cash when attractive opportunities are scarce; it seeks businesses with strong economics that can be purchased at prices below the firm’s estimate of intrinsic value. While primarily investing in individual publicly traded equities (and occasionally ETFs or mutual funds), the firm selectively employs option strategies in separately managed accounts, including selling covered calls and selling puts to generate income and to position clients to acquire stock at targeted prices.
Distinctive features disclosed in the brochure include principals investing their own capital alongside client positions and a stated practice that principals may trade options in personal accounts, with procedural mitigants such as using limit orders to align pricing. The combination of derivatives used within SMA mandates, concentrated portfolios, and the provision of ERISA Section 3(38) fiduciary services sets Bennett Selby apart from many peers.
Client services
Expertise
Fee options
1.0% annually
Account minimum: $1,000,000
Main office
See officeFalmouth ME
Advisors at this office
2
Most active in
California · Maine · Massachusetts · New York · Texas · Washington
Also doing business as
Bennett Selby Investments Limited Partnership · Bennett Selby Investments, L.P. · Turningstone Investments, L.P. · Turningstone Invetments
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
Madeline D
Series 65
Los Angeles, CA
Bennett Selby Investments, L.P.
Madeline Darcy is a financial advisor at Bennett Selby Investments, L.P. with a Series 65 credential and one year of industry experience. Prior to joining Bennett Selby Investments, she worked at CA iBank, Kaya Ventures, CircleUp Growth Partners, Victress Capital, Harvard University, and Oliver Wyman. She serves as a venture specialist for CA iBank, evaluating venture capital fund investments and direct investments as part of the SSBCI program. Bennett Selby Investments provides discretionary portfolio management for individual and high-net-worth clients, as well as pension consulting and ERISA Section 3(38) fiduciary services for qualified retirement plans. The firm employs a long-term, value-oriented investment approach with concentrated equity holdings and selective use of options strategies within separately managed accounts.
Matthew B
Series 63, Series 66
Falmouth, ME
Bennett Selby Investments, L.P.
Matthew Bennett is a financial advisor with Bennett Selby Investments, L.P. in Falmouth, ME. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Bennett has been with Bennett Selby Investments since 2005. Bennett Selby Investments provides discretionary portfolio management for individual clients, including high-net-worth households, and offers pension consulting and ERISA Section 3(38) fiduciary services for qualified retirement plans. The firm follows a long-term, value-oriented approach with concentrated equity holdings and selective use of options strategies within separately managed accounts.
Mark S
Series 65
Falmouth, ME
Bennett Selby Investments, L.P.
Mark Selby is a financial advisor with Bennett Selby Investments, L.P., holding a Series 65 designation and over 20 years of industry experience. He has served as Chief Executive Officer of Canada Nickel Corporation since 2020 and previously worked at RNC Minerals from 2015 to 2019. Bennett Selby Investments provides discretionary portfolio management for individual and high-net-worth clients, as well as pension consulting and ERISA Section 3(38) fiduciary services for qualified retirement plans. The firm employs a long-term, value-oriented investment approach with concentrated equity holdings and selective use of options strategies within separately managed accounts.
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