{
  "crd_number": 127471,
  "slug": "benchmark-plus-management-gig-harbor-wa-127471",
  "primary_business_name": "BENCHMARK PLUS MANAGEMENT",
  "legal_name": "BENCHMARK PLUS MANAGEMENT, LLC",
  "dbas": [],
  "city": "Gig Harbor",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-10-31",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 767365428.0,
  "raum_discretionary": 767365428.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 767365428.0,
      "count": 9
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "WA"
  ],
  "websites": [
    "https://bpfunds.com",
    "https://linkedin.com/COMPANY/1209349"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127471",
  "city_as_filed": "GIG HARBOR",
  "url": "https://advisorcensus.com/firm/benchmark-plus-management-gig-harbor-wa-127471",
  "display_name": "Benchmark Plus Management",
  "summary": "Benchmark Plus Management is an SEC-registered investment advisory firm in Gig Harbor, WA, registered since 2003, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Benchmark Plus Management (CRD 127471): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Benchmark Plus Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Benchmark Plus Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Benchmark Plus Management located?",
      "a": "Benchmark Plus Management's principal office is in Gig Harbor, WA, according to its Form ADV."
    },
    {
      "q": "Is Benchmark Plus Management registered with the SEC or a state?",
      "a": "Benchmark Plus Management is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 127471."
    },
    {
      "q": "How much does Benchmark Plus Management manage?",
      "a": "Benchmark Plus Management reports $767,365,428 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Benchmark Plus Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Benchmark Plus Management: Regulatory assets under management: $1,006,889,362 in the October 2021 data and $767,365,428 in the October 2026 data, down 24%. Total employees: 9 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Benchmark Plus Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9)."
    },
    {
      "q": "Does Benchmark Plus Management report any disciplinary disclosures?",
      "a": "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/127471"
    },
    {
      "q": "What changed in Benchmark Plus Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 2. Regulatory assets under management went from $947,414,604 to $767,365,428 (-19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1006889362.0,
      "total_employees": 9,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 984038754.0,
      "total_employees": 8,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1021065076.0,
      "total_employees": 8,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1026456829.0,
      "total_employees": 8,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 947414604.0,
      "total_employees": 8,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 767365428.0,
      "total_employees": 5,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 2.",
        "Regulatory assets under management went from $947,414,604 to $767,365,428 (-19%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/benchmark-plus-management-gig-harbor-wa-127471.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 767365428.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127471",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}