Benin Management Corp.
Benin Management Corp is a US-based, SEC-registered investment adviser founded in 1974 and headquartered in Wilton, Connecticut. The firm manages assets for individuals, high net worth individuals, charitable organizations, pension and profit sharing plans, and corporate clients. As of July 2025, it manages over $521 million in discretionary assets, reflecting a client-focused model and a compact team of approximately 4 employees. Benin Management Corp serves US-based clients and provides personalized investment management services.
Investment Strategy
Benin Management Corp primarily manages discretionary equity portfolios for individuals, high net worth clients, and institutional investors. The firm constructs diversified portfolios focusing on large-cap US equities and ETFs—with significant holdings including Microsoft, Apple, Visa, and S&P 500/technology index funds. Their philosophy emphasizes risk-adjusted growth, long-term capital appreciation, and strategic re-balancing based on market conditions and client goals.
Top Holdings
Equity Positions (135)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 33.75% | $142.6M | 214,077 | $426.18 | $666.18 | +$16.0M |
M MSFT | MICROSOFT CORP | 8.15% | $34.4M | 66,481 | $149.87 | $517.95 | +$1.1M |
A AAPL | APPLE INC | 7.90% | $33.4M | 131,193 | $47.44 | $254.63 | +$6.4M |
V V | VISA INC | 3.78% | $16.0M | 46,825 | $87.05 | $341.38 | -$786.4K |
Q QQQ | INVESCO QQQ TR | 3.76% | $15.9M | 26,485 | $302.22 | $600.37 | +$1.8M |