# Benkei Asset Management

> Benkei Asset Management is a state-registered investment advisory firm in Gardiner, NY, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 164821
- Filed as: BENKEI ASSET MANAGEMENT
- Legal name: Benkei Asset Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gardiner, NY
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164821
- AdvisorCensus page: https://advisorcensus.com/firm/benkei-asset-management-gardiner-ny-164821

## Quick answers

**How is Benkei Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Benkei Asset Management 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 Benkei Asset Management located?**
Benkei Asset Management's principal office is in Gardiner, NY, according to its Form ADV.

**Is Benkei Asset Management registered with the SEC or a state?**
Benkei Asset Management is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 164821.

**How much does Benkei Asset Management manage?**
Benkei Asset Management reports $41,673,746 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**What types of clients does Benkei Asset Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (39); individuals (other than high net worth individuals) (4); corporations or other businesses not listed above (4).

**Does Benkei Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164821

## 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: $41,673,746
- Discretionary: $41,673,746
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $338,058 |
| High net worth individuals | 39 | $21,488,268 |
| Corporations or other businesses not listed above | 4 | $19,847,420 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benkei Asset Management (CRD 164821): Form ADV filing data as of October 2026.