DBA: BENCHMARK PLUS MANAGEMENT
| Total AUM | $767.4M |
| Discretionary | $767.4M100% of AUM |
| Client Accounts | 9 |
| Avg Account Size | $85.3M |
| Employees | 5 |
| Peak AUM | $2.57BMar 2012 |
| AUM CAGR | +9.3% /yrover 22 yrs · 33 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $767M | 19.0% | 9.1% | 5.3% | |
| Discretionary AUM | $767M | ||||
| Total AUM | $767.4M |
| Discretionary | $767.4M |
| Employees | 5 |
| Client Accounts | 9 |
Address
3118 JUDSON ST
GIG HARBOR WA 98335
Phone
253-573-0657
Filing History
33 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$767M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$767M
| 19.0% |
| 9.1% |
| 5.3% |
| Total Accounts | 9 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $85M | 19.0% | 9.1% | 5.3% |
| Employees | 5 | 37.5% | 14.5% | 11.1% |
| AUM / Employee | $153M | +29.6% | +6.3% | +6.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $767M | 19.0% | 9.1% | 5.3% | |
Client Count Segments | |||||
| Pooled / Fund | 9 | 0.0% | +31.0% | +17.6% | |