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BENNETT SELBY INVESTMENTS, L.P.
Legal name: BENNETT SELBY INVESTMENTS LIMITED PARTNERSHIP
CRD 137075File 801-119670
APPROVED
Retail clients
Filing as of Mar 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$335.9M
Below cohort median (national)
Discretionary AUM
$335.9M
Clients
97
447 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 22, 2020
- Principal office
- Not reported
- Phone
- 617-335-7087
- Website
- HTTP://WWW.BENNETTSELBY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $335.9M
- Discretionary AUM
- $335.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 447
- Non-discretionary accounts
- 0
- Total accounts
- 447
- AUM per client
- $3.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 88 | $329.9M |
| Pension and profit sharing plans | 1 | $3.5M |
| Individuals (other than high net worth individuals) | 8 | $2.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 93 | 97 | increased by4 |
| Apr 1, 2026 | AUM | $279,611,714 | $335,870,177 | increased by$56,258,463 |
| Apr 1, 2026 | Accounts | 463 | 447 | decreased by16 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 83 | 93 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $188,800,000 | $279,611,714 | increased by$90,811,714 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 83 | 463 | increased by380 |
| Feb 1, 2022 | Clients | 74 | 83 | increased by9 |
| Feb 1, 2022 | AUM | $131,500,000 | $188,800,000 | increased by$57,300,000 |
| Feb 1, 2022 | Accounts | 74 | 83 | increased by9 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BENNETT SELBY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BENNETT SELBY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.