Benchmark Plus Management, LLC
● SEC registered since 2003CRD 127471SEC# 801-62490Gig Harbor, WA
Ranks #3,350 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$767.4M
Fund GAV
$767.4M
Private funds
9
Employees
5
Accounts
9
Location
Gig Harbor, WA
Benchmark Plus Management, LLC assets under management
Benchmark Plus Management, LLC is a registered investment adviser overseen by the SEC based in Gig Harbor, WA. The firm has been registered since 2003. It reports $767.4 million in regulatory assets under management and employs 5 people. Benchmark Plus Management, LLC manages 9 private funds with combined gross assets of $767.4 million, including Benchmark Plus Institutional Partners, L.L.C. Real Alpha Sleeve. By regulatory assets, it ranks 3,350 of 6,004 private fund managers.
Benchmark Plus Management, LLC private funds
9 funds · $767.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Benchmark Plus Institutional Partners, L.L.C. Real Alpha Sleeve | Hedge | $397.3M | $5M |
| Benchmark Plus Institutional Partners, L.L.C. Large Cap Plus Sleeve | Hedge | $278.8M | $5M |
| Benchmark Plus Partners, L.L.C. Real Alpha Sleeve | Hedge | $51.5M | $1M |
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Join to unlock · $37/moBenchmark Plus Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Scott Ferguson Control | Cio & Owner | 25-50% | 2008 |
| Scott Franzblau Control | Owner | 10-25% | 2003 |
| Stephen Reid Westphal Control | Owner | 10-25% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Benchmark Plus Management, LLC manage?
Benchmark Plus Management, LLC reports $767.4 million in regulatory assets under management on its Form ADV.
How many private funds does Benchmark Plus Management, LLC manage?
Benchmark Plus Management, LLC manages 9 private funds with combined gross assets of $767.4 million.
How many employees does Benchmark Plus Management, LLC have?
Benchmark Plus Management, LLC reports 5 employees.
Where is Benchmark Plus Management, LLC located?
Benchmark Plus Management, LLC is based in Gig Harbor, WA and has been SEC-registered since 2003.
Does Benchmark Plus Management, LLC disclose fund performance?
Benchmark Plus Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3118 Judson St, #1069, Gig Harbor, WA 98335 |
| Phone | 253-573-0657 |
| Fax | 253-396-9066 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$767.4M▼ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
AUM vs fund managersTop 56%
Larger than 44% of 6,004 private-fund managers
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$767.4Mregulatory AUM
Discretionary $767.4M