# Bench Walk Advisors LLC

> Bench Walk Advisors LLC is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 15, 2026.

- CRD: 313945
- Filed as: BENCH WALK ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: June 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313945
- AdvisorCensus page: https://advisorcensus.com/firm/bench-walk-advisors-llc-boca-raton-fl-313945

## Quick answers

**How is Bench Walk Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bench Walk Advisors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bench Walk Advisors LLC located?**
Bench Walk Advisors LLC's principal office is in Boca Raton, FL, according to its Form ADV; the July 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Bench Walk Advisors LLC registered with the SEC or a state?**
Bench Walk Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 313945.

**How much does Bench Walk Advisors LLC manage?**
Bench Walk Advisors LLC reports $707,608,219 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (73% discretionary).

**How have Bench Walk Advisors LLC's assets and staff changed since 2022?**
In the Form ADV data for Bench Walk Advisors LLC: Regulatory assets under management: $243,157,645 in the October 2022 data and $707,608,219 in the October 2026 data, up 191%. Total employees: 11 in October 2022 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bench Walk Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (90).

**Does Bench Walk Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313945

**What changed in Bench Walk Advisors LLC's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $707,608,219
- Discretionary: $513,627,711
- Non-discretionary: $193,980,508

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 90 | $707,608,219 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 15 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- London
- New York, NY
- Short Hills, NJ
- Wilmington, DE

### Websites listed on Form ADV (Item 1.I)
- [benchwalk.com](https://benchwalk.com)
- LinkedIn @bench-walk-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $243,157,645 | 11 | August 8, 2022 |
| October 2023 | $422,263,484 | 11 | September 27, 2023 |
| October 2024 | $333,050,450 | 15 | March 30, 2024 |
| October 2025 | $627,275,261 | 15 | April 22, 2025 |
| October 2026 | $707,608,219 | 15 | June 15, 2026 |

Regulatory assets under management: $243,157,645 in the October 2022 data and $707,608,219 in the October 2026 data, up 191%.
Total employees: 11 in October 2022 and 15 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $627,275,261 to $707,608,219 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bench Walk Advisors LLC (CRD 313945): Form ADV filing data as of October 2026.