{
  "crd_number": 137075,
  "slug": "bennett-selby-investments-l-p-137075",
  "primary_business_name": "BENNETT SELBY INVESTMENTS, L.P.",
  "legal_name": "BENNETT SELBY INVESTMENTS LIMITED PARTNERSHIP",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-10-22",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-09",
  "carried_forward": false,
  "raum_total": 335870177.0,
  "raum_discretionary": 335870177.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2447548.0,
      "count": 8
    },
    "pension_profit_sharing": {
      "raum": 3513667.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 329908962.0,
      "count": 88
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "MA",
    "ME",
    "NY",
    "TX",
    "WA"
  ],
  "websites": [
    "https://bennettselby.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/137075",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/bennett-selby-investments-l-p-137075",
  "display_name": "Bennett Selby Investments, L.P.",
  "summary": "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.",
  "citation": "AdvisorCensus. Bennett Selby Investments, L.P. (CRD 137075): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Bennett Selby Investments, L.P. compensated?",
      "a": "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."
    },
    {
      "q": "How much does Bennett Selby Investments, L.P. charge?",
      "a": "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."
    },
    {
      "q": "Is Bennett Selby Investments, L.P. registered with the SEC or a state?",
      "a": "Bennett Selby Investments, L.P. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 137075."
    },
    {
      "q": "How much does Bennett Selby Investments, L.P. manage?",
      "a": "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)."
    },
    {
      "q": "How have Bennett Selby Investments, L.P.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Bennett Selby Investments, L.P. serve?",
      "a": "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)."
    },
    {
      "q": "Does Bennett Selby Investments, L.P. 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/137075"
    },
    {
      "q": "What changed in Bennett Selby Investments, L.P.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $279,611,714 to $335,870,177 (+20%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 131500000.0,
      "total_employees": 2,
      "filing_date": "2021-04-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 188800000.0,
      "total_employees": 2,
      "filing_date": "2022-01-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 148000000.0,
      "total_employees": 2,
      "filing_date": "2023-02-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 224705917.0,
      "total_employees": 2,
      "filing_date": "2024-03-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 279611714.0,
      "total_employees": 2,
      "filing_date": "2025-03-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 335870177.0,
      "total_employees": 3,
      "filing_date": "2026-03-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $279,611,714 to $335,870,177 (+20%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 9, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% of assets a year"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bennett-selby-investments-l-p-137075.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 2447548.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 88,
      "fewer_than_5": false,
      "raum": 329908962.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 3513667.0
    }
  ],
  "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/137075",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}