Data / Investment advisers / Florida / Bench Walk Advisors LLC
Bench Walk Advisors LLC, Boca Raton, FL: $708 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bench Walk Advisors LLC is an SEC registered investment adviser with its main office in Boca Raton, Florida and reports $708 million in regulatory assets under management in its Form ADV filed October 26, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 81 private funds.
The request: Watch Bench Walk Advisors LLC (CRD number 313945): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 313945
- SEC file number
- 801-125767
- SEC status
- Approved, effective May 27, 2022
- Main office
- 6501 Park of Commerce Boulevard Suite 237, Boca Raton, FL 33487
- Phone
- (561) 448-4441
- Website
- benchwalk.com
- Regulatory AUM
- $707,608,219 in the Form ADV filed October 26, 2026
- Discretionary AUM
- $513,627,711
- Non discretionary AUM
- $193,980,508
- Accounts
- 90
- Employees
- 15, of which 13 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 81: 81 private equity funds
- Gross assets of private funds
- $671,035,582
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 90 | $707.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $707.6 million | March 31, 2026 |
| December 1, 2025 | $627.3 million | April 22, 2025 |
Other advisers in Boca Raton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Blue Water Advisors LP | Boca Raton | $927.9 million | 5 | adviserinfo.sec.gov |
| Singer Wealth Advisors LLC | Boca Raton | $910.6 million | Not listed | adviserinfo.sec.gov |
| Noesis Capital Management Corp | Boca Raton | $876.9 million | Not listed | adviserinfo.sec.gov |
| Benchmark Financial Wealth Advisors LLC | Boca Raton | $766.1 million | Not listed | adviserinfo.sec.gov |
| Fiduciary Family Office, LLC | Boca Raton | $747.7 million | Not listed | adviserinfo.sec.gov |
| Encore Housing Opportunity Fund Investment Manager, LLC | Boca Raton | $679.5 million | 5 | adviserinfo.sec.gov |
| F&V Capital Management, L.L.C. | Boca Raton | $557.8 million | Not listed | adviserinfo.sec.gov |
| Pharvision Advisers, LLC | Boca Raton | $513.2 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boca Raton, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Bench Walk Advisors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.