Benefi: applying for SEC registration, Chicago, IL
Benefi (Chicago, Illinois): applying for SEC registration, Chicago, IL. Dated 273 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 9 published fields of this record are shown below. Locked: 58 related IL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Benefi |
| Legal name | Benefi Global Corp |
| CRD | 337846 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-02-05 |
| Latest Form ADV filing | 2026-02-03 |
| Location | Chicago, IL, United States |
| Employees | 4 |
| Website | http://www.benefi.org |
| Peer records CSV (59 IL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-02-05
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Benefi and 59 Illinois peers
- Illinois NewRiaPulse records like this one: 59
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Illinois peer: $11,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- Still in the approval window: vendors not yet chosen.
- Website on file.
What is the NewRiaPulse record for Benefi in Chicago, Illinois?
Benefi applied for SEC registration as an investment adviser (2026-02-05), based in Chicago, IL.
How does Benefi compare to other Illinois NewRiaPulse records?
It is 273 days old; check the official source for later updates before acting.
Benefi vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Benefi | Chicago, IL | 2026-02-05 |
| E.T.S. Wealth Management, LLC | Hoschton, GA | 2026-10-30 |
| 67 Advisory LLC | 2026-10-30 | |
| Leagueshares Advisors, LLC | Burlington, VT | 2026-10-30 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.