Benefit Financial Services Group

Benefit Financial Services Group is a alternative asset management company based in Irvine, CA. They operate 1 private fund and have approximately $350.5 million in total assets under management (AUM). You can view more information on Benefit Financial Services Group including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Benefit Financial Services Group

Benefit Financial Services Group
2040 Main Street
Suite #150
Irvine, CA 92614
United States

Phone: 949-955-2552
Fax: 949-955-2553
Website: http://www.bfsg.com

Overview of Benefit Financial Services Group

Org. Type: Limited Liability Company

Registration Country: United States

0

SEC#: 801-67796

Org#: 143617

Legal Issues: No legal issues reported

Company Type: Other

Strategies/Sectors: Fund of Funds

Pooled Investments: Up to 10 percent

Private Funds Managed(1): 805 2135054767

Ownership/Leadership of Benefit Financial Services Group

 

Focus Operating LLCMember
Michael Angelo AllbeeSenior Portfolio Manager And Chief Compliance Officer
John Christopher CampbellCo-President
Rachel Marie FequiereVice President & Treasurer
Vice President And Secretary
Co-President
Christopher Scott RoweyVice President
Grace LauPresident Of Pacwest

Benefit Financial Services Group Key Stats and Charts

Discretionary AUM: $350 million

Benefit Financial Services Group discretionary AUM

Rank: 2394 out of 6900 private fund companies

Total AUM: $351 million

Benefit Financial Services Group total assets under management (AUM)

Rank: 2511 out of 6900 private fund companies

# of Accounts: 633

Benefit Financial Services Group total client accounts

Rank: 306 out of 6900 private fund companies

Average Account Size: 553747.767773

Benefit Financial Services Group average account size

Rank: 3620 out of 6900 private fund companies

# of Employees: 22

Benefit Financial Services Group has 22 employees

Rank: 1229 out of 6900 private fund companies

# of Private Funds: 1

Benefit Financial Services Group operates 1 private Other funds

Rank: 4524 out of 6900 private fund companies