# J. Benjamin Financial

J. Benjamin Financial is a Multi Family Office based in Stamford, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Stamford, United States
- **Region:** North America
- **Address:** Stamford, CT, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** jbenjaminfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/j.-benjamin-financial

## Regulatory record

- **CRD number:** 283990
- **SEC file number:** 801-107987
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283990

## About

J. Benjamin Financial, LLC is an SEC-registered investment adviser in Mount Pleasant, SC. The firm manages $38 million in assets, $36 million on a discretionary basis. It has 4 employees and 3 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Private Equity

## People

- Joseph Benjamin — Founder and Managing Principal

## Questions

### Does J. Benjamin Financial participate in fund commitments or direct deals?

The firm allocates through both fund commitments and select direct investments. Real estate exposure includes direct property investments alongside fund commitments, while private credit and hedge fund allocations are primarily executed through external manager vehicles managed by specialist firms.

### What investment stages does J. Benjamin Financial target in private equity?

Private equity exposure is described as select and opportunistic rather than core to the firm's strategy. No specific stage preference is publicly disclosed. The firm's primary private-market focus remains on real estate and private credit, with private equity functioning as a satellite allocation.

### Which sectors does J. Benjamin Financial explicitly avoid?

The firm does not publicly disclose exclusionary screens or prohibited sectors. Based on its stated focus areas, venture capital and early-stage technology are unlikely to represent meaningful allocations, as the firm's strategy centers on cash-flowing assets and absolute-return strategies rather than growth-stage speculation.

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- [HIDAJAT ASSET MANAGEMENT](https://altss.com/profile/hidajat-asset-management-llc)

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Last updated: 2026-07-08T23:47:54.009Z

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