BENCHMARK PLUS MANAGEMENT, LLC

BENCHMARK PLUS MANAGEMENT, LLC of GIG HARBOR, WA is an SEC-registered investment adviser (CRD 127471). Regulatory assets under management: $767.4M.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Charities, Investment cos.

Officers, owners & control persons (13)

NameRoleLocation
Scott FranzblauOWNERKey Largo, FL
Robert Scott FergusonCIO & OWNER
Steven Anthony CarrollCCO, CFO, & OWNER
Stephen Reid WestphalOWNER
FRANZBLAU SCOTTOWNER; PRINCIPAL
FERGUSON ROBERT SCOTTCIO & OWNER; PRINCIPAL; PRINCIPAL, OWNER (+1 more)
MERCHANT JAMES REXCHIEF COMPLIANCE OFFICER, CFO
DUNMIRE MICHAEL EUGENEPRINCIPAL; WITHDRAWN MEMBER
LEE JUDD CHARLESCHIEF COMPLIANCE OFFICER, CFO
FERGUSON SHERWIN ANNMEMBER; TRUSTEE OF FERGUSON DAUGHTERS' TRUST
FRANZBLAU BONNIETRUSTEE OF BONNIE AND SCOTT FRANZBLAU 2009 GRANTOR RETAINED ANNUITY TRUST
CARROLL DEVIN ANTHONYCCO, CFO, & OWNER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER
WESTPHAL STEPHEN REIDOWNER

Private funds (9)

FundTypeFormedOwnersGross asset valueMin investment
BENCHMARK PLUS INSTITUTIONAL PARTNERS, L.L.C. REAL ALPHA SLEEVEHedge FundDelaware8$397.3M$5.0M
BENCHMARK PLUS INSTITUTIONAL PARTNERS, L.L.C. LARGE CAP PLUS SLEEVEHedge FundDelaware9$278.8M$5.0M
BENCHMARK PLUS PARTNERS, L.L.C. REAL ALPHA SLEEVEHedge FundDelaware21$51.5M$1.0M
BENCHMARK PLUS PARTNERS, L.L.C. LARGE CAP PLUS SLEEVEHedge FundDelaware13$24.3M$1.0M
BENCHMARK PLUS PARTNERS, L.L.C. GOLD PLUS SLEEVEHedge FundDelaware11$9.6M$1.0M
BENCHMARK PLUS PARTNERS, L.L.C. SMALL CAP PLUS SLEEVEHedge FundDelaware9$3.1M$1.0M
BENCHMARK PLUS PARTNERS, L.L.C. LONG TERM GOVERNMENT BOND PLUS SLEEVEHedge FundDelaware7$1.9M$1.0M
BENCHMARK PLUS PARTNERS, L.L.C. LARGE CAP BEAR PLUS SLEEVEHedge FundDelaware4$550K$1.0M
BENCHMARK PLUS INSTITUTIONAL PARTNERS, L.L.C. SMALL CAP PLUS SLEEVEHedge FundDelaware2$295K$5.0M

Fund service providers (1)

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