DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B••••••••• C•••••• M••••••••• L•
Latest filing Jul 22, 2026
First filing on the tape Feb 2, 2024 · 6 filings
SEC status approved since Mar 6, 2024
RAUM
$1.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
11
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$1.1B as of Jul 22, 2026
Mar 20, 2025$1.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 22, 2026
Mar 20, 20250 then
Employees (5.A)11 as of Jul 22, 2026
Mar 20, 20259 then
Private funds1 as of Jul 22, 2026
Mar 20, 20251 then
RAUM +0.2% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jul 22, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $158MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••••• C•••••• M••••• F•••• L• | Hedge Fund | $26.5M | 4 | Jun 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- L•••• C••••••••• M••••• · Founding Partner, Director Of Researchcontrolsince 08/2024 · owns 10% to 25%
- S••••••• J•••• T••••• · Chief Operating Officer / Chief Compliance Officercontrolsince 11/2023 · owns less than 5%
- T•••••• T••••••• A•••••• · Limited Partner / Chief Investment Officercontrolsince 11/2023 · owns 75% or more
- T•••••• T••••••• A•••••• · Sole Membercontrolsince 11/2023 · owns 75% or more of B••••••••• C•••••• M••••••••• G• L••
Entity owners
- B••••••••• C•••••• M••••••••• G• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 7 to 8Mar 25, 2026 to Jul 22, 2026
- Employees · 10 to 11Mar 25, 2026 to Jul 22, 2026
- Accounts · 5 to 7Mar 20, 2025 to Mar 25, 2026
- Pooled vehicle clients · 5 to 7Mar 20, 2025 to Mar 25, 2026
- Employees · 9 to 10Mar 20, 2025 to Mar 25, 2026
- Discretionary RAUM · $1.1B to $1.1BMar 20, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $1.1B to $1.1BMar 20, 2025 to Mar 25, 2026
- RAUM · $1.1B to $1.1BMar 20, 2025 to Mar 25, 2026
- Advisory employees · 5 to 7Sep 9, 2024 to Mar 20, 2025
- Employees · 7 to 9Sep 9, 2024 to Mar 20, 2025
- Financial planning clients · unset to Sep 9, 2024 to Mar 20, 2025
- Discretionary RAUM · $466M to $1.1BSep 9, 2024 to Mar 20, 2025
- Pooled vehicle RAUM · $466M to $1.1BSep 9, 2024 to Mar 20, 2025
- RAUM · $466M to $1.1BSep 9, 2024 to Mar 20, 2025
- Accounts · unset to 5.0Feb 2, 2024 to Jun 28, 2024
- Advisory employees · 3 to 5Feb 2, 2024 to Jun 28, 2024
- Pooled vehicle clients · unset to 5.0Feb 2, 2024 to Jun 28, 2024
- Employees · 5 to 7Feb 2, 2024 to Jun 28, 2024
- Private funds · unset to 1Feb 2, 2024 to Jun 28, 2024
- Discretionary RAUM · unset to 465535849.0Feb 2, 2024 to Jun 28, 2024
- Non-discretionary RAUM · unset to 0.0Feb 2, 2024 to Jun 28, 2024
- Pooled vehicle RAUM · unset to 465535849.0Feb 2, 2024 to Jun 28, 2024
- RAUM · unset to 465535849.0Feb 2, 2024 to Jun 28, 2024
- Related bank · false to trueFeb 2, 2024 to Jun 28, 2024
Signals
3 dated events
- B••••••••• C•••••• M••••••••• L• reported RAUM $1.1B, up 137% from $465.5M (2024-09-09 to 2025-03-20)Mar 20, 2025 · RAUM change · derived
- Morgan Christopher Leff (Founding Partner, Director Of Research) appeared on Schedule A of B••••••••• C•••••• M••••••••• L•Sep 9, 2024 · Control person joined · fact
- B••••••••• C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)Feb 2, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/benchstone-capital-management-lpreportedpublic record, Form ADV, Sep 19, 2026
- Website
- b•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 646-908-6000reportedpublic record, Form ADV, Jul 22, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026