← Tributary

BENNETT SELBY INVESTMENTS, L.P.

· CRD 137075 · IAPD ↗ · bennettselby.com · 617-335-7087

$335.9MRegulatory AUM
2Advisory reps
3Employees
97Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — BENNETT SELBY INVESTMENTS, L.P. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — BENNETT SELBY INVESTMENTS, L.P. reported RAUM up 52% ($148.0M -> $224.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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