Benchmark Plus Management provides portfolio management for pooled vehicles and selecting other managers. The firm advises 9 private funds.
Benchmark Plus Management reports 9 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($767M across 9 accounts) are managed with discretion. Of its clients, 50% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 9 | $767M | 100.0% | $85.3M |
| Total | 9 | $767M | 100% | $85.3M |
- Clients
- 9
- Regulatory AUM
- $767M
- AUM share
- 100.0%
- Avg. per client
- $85.3M
Total
- Clients
- 9
- Regulatory AUM
- $767M
- AUM share
- 100%
- Avg. per client
- $85.3M
- Clients outside the U.S.
- 50%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 9
Benchmark Plus Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Robert Ferguson owns 25% to 50% of Benchmark Plus Management. It has 5 employees, 2 of them in advisory roles.
Staff
- 5 employees
- 2 in advisory functions
- Owns 25% to 50% of Benchmark Plus Management, LLC
Robert Ferguson
Control person · since August 2008
- Owns 10% to 25% of Benchmark Plus Management, LLC
Scott Franzblau
Control person · since July 2003
- Owns 10% to 25% of Benchmark Plus Management, LLC
Steven Carroll
Control person · since January 2015
- Owns 10% to 25% of Benchmark Plus Management, LLC
Stephen Westphal
Control person · since December 2020
Benchmark Plus Management’s regulatory assets fell from $1.01B (March 2021) to $767M (March 2026); clients rose from 4 to 9 and employees fell from 9 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $767M | 9 | 5 | 1 |
| Mar 2025March 2025 | $947M | 9 | 8 | 1 |
| Mar 2024March 2024 | $1.03B | 9 | 8 | 1 |
| Mar 2023March 2023 | $1.02B | 4 | 8 | 1 |
| Mar 2022March 2022 | $984M | 4 | 8 | 1 |
| Mar 2021March 2021 | $1.01B | 4 | 9 | 1 |
Besides its headquarters, Benchmark Plus Management has 0 offices, with 1 listed address in 1 state.
Washington · 1 listed address
- 3118 Judson St, #1069, Gig HarborHQ
Contact and registration details
- Legal name
- Benchmark Plus Management, LLC
- Headquarters
- 3118 Judson St, #1069, Gig Harbor, WA 98335
- Website
- bpfunds.com
- Phone
- 253-573-0657
- @1209349
- SEC file
- 801-62490
- Structure
- Delaware LLC
- Fiscal year end
- December
Benchmark Plus Management has custody of $775M for 9 clients.
How many clients does Benchmark Plus Management have?
Benchmark Plus Management has 9 clients and manages $767 million for them, as of March 2026. They include 9 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Benchmark Plus Management offer?
Benchmark Plus Management provides portfolio management for pooled vehicles and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Benchmark Plus Management have?
Benchmark Plus Management has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Benchmark Plus Management?
Benchmark Plus Management’s direct owners are Scott Franzblau, Robert Ferguson, Steven Carroll and Stephen Westphal, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Benchmark Plus Management get paid?
Benchmark Plus Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Benchmark Plus Management?
Benchmark Plus Management’s main office is at 3118 Judson St, #1069, Gig Harbor, WA 98335. Its phone number is 253-573-0657. Its website is bpfunds.com.