# Bennett Selby Investments, L.P.

> 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.

- CRD: 137075
- Filed as: BENNETT SELBY INVESTMENTS, L.P.
- Legal name: Bennett Selby Investments Limited Partnership
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/137075
- AdvisorCensus page: https://advisorcensus.com/firm/bennett-selby-investments-l-p-137075

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Asset-based fee: 1% of assets a year

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $335,870,177
- Discretionary: $335,870,177
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $2,447,548 |
| High net worth individuals | 88 | $329,908,962 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $3,513,667 |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA, ME, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bennettselby.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $131,500,000 | 2 | April 20, 2021 |
| October 2022 | $188,800,000 | 2 | January 24, 2022 |
| October 2023 | $148,000,000 | 2 | February 27, 2023 |
| October 2024 | $224,705,917 | 2 | March 6, 2024 |
| October 2025 | $279,611,714 | 2 | March 11, 2025 |
| October 2026 | $335,870,177 | 3 | March 9, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $279,611,714 to $335,870,177 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bennett Selby Investments, L.P. (CRD 137075): Form ADV filing data as of October 2026.