Benelux Research Partners (La Jolla)

Benelux Research Partners is an adviser based in La Jolla. It manages $27 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of California.

Benelux Research Partners provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Benelux Research Partners: assets under management

The assets under management (AUM) of Benelux Research Partners is $27 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.6 million in discretionary accounts and $21.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.6 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $21.4 million.

Investments

The firm invests in exchange traded securities the most. They account for 50% of the total AUM. The second-largest asset type is non-investment grade corporate bonds, which make up 20% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Benelux Research Partners for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Benelux Research Partners serves?

The only and largest group of clients of Benelux Research Partners is individuals with 2 clients and $27 million of assets under management. Among the 1 most similar advisory firms, Benelux Research Partners has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $27 million for 2 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Benelux Research Partners doesn't advise any private funds.

Careers at Benelux Research Partners

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Leonard Prince	Cco	1 Mar 2019	75% - 100%	1656516

Based in La Jolla

The principal office where Benelux Research Partners performs its advisory services is located at 3128 Almahurst Row, La Jolla, CA 92037, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-900-2113. The normal business hours are 6 a.m. to 2 p.m. on Monday - Friday.