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Dibenedetto & Associates Ltd

● SEC registered since 1998CRD 108092SEC# 801-55322Loves Park, IL
Export (members)
Reg. AUM
$333.1M
Employees
3
Accounts
640
Location
Loves Park, IL

Dibenedetto & Associates Ltd assets under management

Dibenedetto & Associates Ltd is an SEC-registered investment adviser based in Loves Park, IL. The firm has been registered since 1998. It reports $333.1 million in regulatory assets under management and employs 3 people.

Dibenedetto & Associates Ltd owners & executives

3 reported
NameTitleOwnershipSince
Alex Jason Dibenedetto ControlChief Compliance Officer10-25%1998
Charles Joseph Dibenedetto ControlPresident25-50%1998
Jeffrey Charles Dibenedetto ControlVice President25-50%2004

Frequently asked questions

How much does Dibenedetto & Associates Ltd manage?

Dibenedetto & Associates Ltd reports $333.1 million in regulatory assets under management on its Form ADV.

How many employees does Dibenedetto & Associates Ltd have?

Dibenedetto & Associates Ltd reports 3 employees.

Where is Dibenedetto & Associates Ltd located?

Dibenedetto & Associates Ltd is based in Loves Park, IL and has been SEC-registered since 1998.

Does Dibenedetto & Associates Ltd disclose fund performance?

Dibenedetto & Associates Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4920 Forest Hills Road, Loves Park, IL 61111
Phone815-654-8850
Fax815-654-8795
Office hours8a.m. To 4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$333.1M▲ 7%
Mar '25 — $312.5MApr '25 — $312.5MMay '25 — $312.5MJun '25 — $312.5MJul '25 — $312.5MAug '25 — $312.5MSep '25 — $312.5MOct '25 — $312.5MNov '25 — $312.5MDec '25 — $312.5MJan '26 — $312.5MFeb '26 — $312.5MMar '26 — $333.1MApr '26 — $333.1MMay '26 — $333.1MJun '26 — $333.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$333.1Mregulatory AUM
Discretionary $309.4MNon-discretionary $23.7M