AdvisorCensus / Financial advisors / Bennett Selby Investments, L.P.
Bennett Selby Investments, L.P.
Filed as BENNETT SELBY INVESTMENTS, L.P. · Legal name Bennett Selby Investments Limited Partnership
Bennett Selby Investments, L.P. is an SEC-registered investment advisory firm, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.
Quick answers
From the filingHow is Bennett Selby Investments, L.P. compensated?
On its Form ADV (Item 5.E, October 2026), Bennett Selby Investments, L.P. reports these compensation arrangements: a percentage of assets under its management.
How much does Bennett Selby Investments, L.P. charge?
Its Form ADV Part 2A brochure dated March 9, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Bennett Selby Investments, L.P. registered with the SEC or a state?
Bennett Selby Investments, L.P. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 137075.
How much does Bennett Selby Investments, L.P. manage?
Bennett Selby Investments, L.P. reports $335,870,177 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).
How have Bennett Selby Investments, L.P.'s assets and staff changed since 2021?
In the Form ADV data for Bennett Selby Investments, L.P.: Regulatory assets under management: $131,500,000 in the October 2021 data and $335,870,177 in the October 2026 data, up 155%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Bennett Selby Investments, L.P. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (88); individuals (other than high net worth individuals) (8); pension and profit sharing plans (but not the plan participants or government pension plans) (1).
Does Bennett Selby Investments, L.P. 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/137075
What changed in Bennett Selby Investments, L.P.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $279,611,714 to $335,870,177 (+20%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1% of assets a year
The brochure's wording
For our services we charge a fee based on a percentage of assets under management at the rate of 1.0% of assets per year.
The fee is negotiable.
As stated in the firm's Form ADV Part 2A brochure dated March 9, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$335,870,177 as of October 2026, filing dated March 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- Bennett Selby Investments Limited Partnership
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (5 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $335,870,177 | 3 | March 9, 2026 |
| October 2025 | $279,611,714 | 2 | March 11, 2025 |
| October 2024 | $224,705,917 | 2 | March 6, 2024 |
| October 2023 | $148,000,000 | 2 | February 27, 2023 |
| October 2022 | $188,800,000 | 2 | January 24, 2022 |
| October 2021 | $131,500,000 | 2 | April 20, 2021 |
Regulatory assets under management: $131,500,000 in the October 2021 data and $335,870,177 in the October 2026 data, up 155%.
Total employees: 2 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $279,611,714 to $335,870,177 (+20%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Bennett Selby Investments, L.P. (CRD 137075): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bennett-selby-investments-l-p-137075