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BENNETT SELBY INVESTMENTS, L.P.
BENNETT SELBY INVESTMENTS LIMITED PARTNERSHIP
CRD 137075 · SEC 801-119670
CA, United States
Phone
617-335-7087
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$335.9M
Discretionary AUM
$335.9M
Team
3 total employees; 2 advisory reps; 97 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Partnership
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $2.4M |
| High net worth individuals | 88 | $329.9M |
| Pension/profit sharing plans | 1 | $3.5M |
States served
CA, ME, MA, NY, WA, TX
All web addresses on file
Official SEC filing: View on IAPD