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BENFORD CAPITAL PARTNERS MANAGEMENT, L.P.

CHICAGO, IL · CRD 309272 · IAPD ↗ · benfordcapital.com · 312-932-0200

$456.0MRegulatory AUM
17Advisory reps
20Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2025 — BENFORD CAPITAL PARTNERS MANAGEMENT, L.P. grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2024 — BENFORD CAPITAL PARTNERS MANAGEMENT, L.P. now reports custody of client assets ($547.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2024 — BENFORD CAPITAL PARTNERS MANAGEMENT, L.P. crossed $500M in regulatory AUM ($448.2M -> $547.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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