Bentley Capital Management I LLC (New York)

Bentley Capital Management I LLC is a large advisory firm based in New York. It manages $65.21 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, and New York.

Bentley Capital Management I provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bentley Capital Management I: assets under management

The assets under management (AUM) of Bentley Capital Management I LLC is $65.21 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $65.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.72 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bentley Capital Management I LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bentley Capital Management I LLC

Robert Mark Sussman has been acting as President since 1 Jan 1992. Ivette Figueroa joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gerald Levine	Chief executive officer	1 Jan 1992	50% - 75%	1349952
Robert Mark Sussman	President	1 Jan 1992	50% - 75%	1043955
Ivette Figueroa	Chief compliance officer	1 Oct 2004	Other	1671076

Based in New York

The principal office where Bentley Capital Management I LLC performs its advisory services is located at 520 Madison Avenue, 8 Th Floor, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Paradise Valley, AZ. It doesn’t run an office outside of the United States.