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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

BENEMARK, INC

CRD 126735

WESTPORT, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e2ae7036-7901-60ab-6c03-a236f2011835

Data as of May 4, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Mar 1, 2012 to May 4, 2022
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $229MItem 5.F on the latest filing (2022-05-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $229MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 227
Individual clients: 15
High net worth clients: 65
SEC number: 801-63937
CRD: 126735
Filings on the tape: 16
First filed: Mar 1, 2012
Latest filed: May 4, 2022
Organised: Corporation, Connecticut

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MEDVEY, ROBERT, ANTHONY	President	Na	yes	08/1995	Mar 1, 2012	May 4, 2022
MERCER GLOBAL ADVISORS INC.	Parent	E	yes	02/2022	Mar 11, 2022	May 4, 2022
PADILLA, GREGG, GERALD	TREASURER, CHIEF COMPLIANCE OFFICER	Na	yes	08/1995	Mar 1, 2012	May 4, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 11, 2022	$229M	$0	3	2	0	n/a	n/a
2020	Mar 2, 2021	$222M	$0	3	2	0	n/a	n/a
2019	Apr 28, 2020	$199M	$0	3	2	0	n/a	n/a
2018	Mar 27, 2019	$195M	$0	4	2	0	n/a	n/a
2017	Mar 27, 2018	$187M	$0	4	2	0	n/a	n/a
2016	Mar 28, 2017	$162M	$0	4	2	n/a	n/a	n/a
2015	Mar 28, 2016	$127M	$0	4	2	n/a	n/a	n/a
2014	Mar 26, 2015	$143M	$0	4	2	n/a	n/a	n/a
2013	Mar 28, 2014	$132M	$0	4	2	n/a	n/a	n/a
2012	Mar 18, 2013	$114M	$0	4	2	n/a	n/a	n/a
2011	Mar 1, 2012	$107M	$0	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$229M	$222M	3.3%	$195M	5.6%	3	3	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERCER GLOBAL ADVISORS INC.	2	Jun 17, 2022	Apr 4, 2022	WESTPORT, CT	Team lift out	RIA to RIA	100.0%

Relationships

Controls (3)

← MERCER GLOBAL ADVISORS INC.OwnerPARENT, ownership code E, domestic entity
Mar 11, 2022 to presentfactForm ADV
← PADILLA, GREGG, GERALDOwnerTREASURER, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 1, 2012 to presentfactForm ADV
← MEDVEY, ROBERT, ANTHONYOwnerPRESIDENT, ownership code NA, individual
Mar 1, 2012 to presentfactForm ADV

Registered with (2)

← GREGG GERALD PADILLAAdvisorregistration: previous registration
Oct 25, 2001 to Jun 17, 2022factForm ADV
← ROBERT ANTHONY MEDVEYAdvisorregistration: previous registration
Oct 25, 2001 to Jun 17, 2022factForm ADV

Moved with (1)

→ MERCER GLOBAL ADVISORS INC.Registered adviser2 advisors, team lift out, same day
Jun 17, 2022 to Apr 4, 2022factForm ADV

Dated events

Occurred
Jun 17, 2022
Team lift-out
2 advisors left Benemark, Inc (Westport, CT) for Mercer Global Advisors Inc. on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Jun 17, 2022
Advisor changed firm
Gregg Gerald Padilla left Benemark, Inc for Mercer Global Advisors Inc. (registered 2022-04-01)
Form ADVobserved 6 days ago
Occurred
Jun 17, 2022
Advisor changed firm
Robert Anthony Medvey left Benemark, Inc for Mercer Global Advisors Inc. (registered 2022-04-04)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e2ae7036-7901-60ab-6c03-a236f2011835
First observed: Mar 1, 2012
Last observed: May 4, 2022 53 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BENEMARK, INC

CRD 126735

WESTPORT, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e2ae7036-7901-60ab-6c03-a236f2011835

Data as of May 4, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:21 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MEDVEY, ROBERT, ANTHONY

President

yes

08/1995

Mar 1, 2012

May 4, 2022

MERCER GLOBAL ADVISORS INC.

Parent

yes

02/2022

Mar 11, 2022

May 4, 2022

PADILLA, GREGG, GERALD

TREASURER, CHIEF COMPLIANCE OFFICER

yes

08/1995

Mar 1, 2012

May 4, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 11, 2022

$229M

n/a

2020

Mar 2, 2021

$222M

n/a

2019

Apr 28, 2020

$199M

n/a

2018

Mar 27, 2019

$195M

n/a

2017

Mar 27, 2018

$187M

n/a

2016

Mar 28, 2017

$162M

n/a

2015

Mar 28, 2016

$127M

n/a

2014

Mar 26, 2015

$143M

n/a

2013

Mar 28, 2014

$132M

n/a

2012

Mar 18, 2013

$114M

n/a

2011

Mar 1, 2012

$107M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$229M

$222M

3.3%

$195M

5.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERCER GLOBAL ADVISORS INC.

Jun 17, 2022

Apr 4, 2022

WESTPORT, CT

Team lift out

RIA to RIA

100.0%