# Benefit Financial Services Group

Benefit Financial Services Group is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** benefitfinancialservicesgroup.com

## Regulatory record

- **CRD number:** 143617
- **SEC file number:** 801-67796
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143617

## About

BENEFIT FINANCIAL SERVICES GROUP is an SEC-registered investment adviser in IRVINE, CA, registered since 2007. The firm manages $1.5 billion in regulatory assets under management, $1.5 billion on a discretionary basis. It has 31 employees and 27 investment advisers.

## Sectors

- Financial Services

## Questions

### What is Benefit Financial Services Group's investment strategy?

The firm's investment strategy is not publicly disclosed. No details on asset classes, stages, or portfolio companies have been identified.

### Who leads Benefit Financial Services Group?

Leadership information for Benefit Financial Services Group is not available from public records. No principals have been named in verified sources.

### How large is Benefit Financial Services Group's assets under management?

The firm has not publicly disclosed its AUM. No estimate from third parties is available.

### Where is Benefit Financial Services Group headquartered?

The firm's headquarters location has not been confirmed in any public source.

### Has Benefit Financial Services Group been involved in any notable deals?

No verified deals or portfolio companies have been identified in public sources.

### Is Benefit Financial Services Group related to any larger financial group?

No corporate parent or affiliation has been documented in accessible public records.

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Last updated: 2026-06-03T20:00:00.000Z

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