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Benham & Green Capital Management LLC (La Jolla)


Benham & Green Capital Management LLC is an adviser based in La Jolla. It manages $32.65 million of regulatory assets for 208 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Benham & Green Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Benham & Green Capital Management: assets under management

The assets under management (AUM) of Benham & Green Capital Management LLC is $32.65 million. The firm's AUM has gone down by -76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.47 million in discretionary accounts and $1.19 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $152.01 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.19 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Benham & Green Capital Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in La Jolla

The principal office where Benham & Green Capital Management LLC performs its advisory services is located at 1299 Prospect Street, Ste 301, La Jolla, CA 92037, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-551-3130 or by fax 858-551-3135. The normal business hours are 6:30 am - 3:00 pm on Monday - Friday. You can find more information about the New York firm at www.benhamgreen.com.


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