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Benham Advisory Group
BENHAM ADVISORY GROUP is a state-registered investment adviser in GREENWOOD, IN. The firm manages $94 million in regulatory assets. It has 2 employees and 2...
Overview
BENHAM ADVISORY GROUP is a state-registered investment adviser in GREENWOOD, IN. The firm manages $94 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
City
Greenwood
Frequently asked questions
What is Benham Advisory Group's investment focus?
The firm concentrates on direct real estate investments, particularly multifamily and commercial properties in the Southeastern US, private equity stakes in small to mid-market operating companies, and a portfolio of public market securities. The investment strategy is shaped by the principals' deep operational background in real estate franchising and a commitment to faith-based ethical screens that exclude industries such as alcohol, gambling, and certain entertainment verticals.
What investment stages does Benham Advisory Group typically target?
The firm does not operate a conventional venture capital or growth equity fund, so stage classifications are not formally disclosed. Public records suggest the private equity approach targets profitable, established small-to-mid-sized companies where the principals' operational expertise can add value. Real estate investments span both development and income-producing stabilized assets.
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