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BENIN MANAGEMENT CORP

· CRD 110988 · IAPD ↗ · beninmanagement.com · 203-762-3295

$659.2MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2026 — BENIN MANAGEMENT CORP reported RAUM up 27% ($521.0M -> $659.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
August 2025 — BENIN MANAGEMENT CORP crossed $500M in regulatory AUM ($488.7M -> $521.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2024 — BENIN MANAGEMENT CORP notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2024 — BENIN MANAGEMENT CORP notice-filed in PA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.