Unique Managers and Strategies - High Conviction Investments - Alpha-driven - since 1998 Company Background Benchmark Plus is an alternative investment manager and advisor based in Tacoma, WA. Benchmark is a registered Investment Adviser with the U.S. Securities and Exchange Commission.* We specialize in finding unique trade opportunities utilizing highly skilled hedge fund managers operating in inefficient sectors of the market. Our Real Alpha™ investment process seeks to uncover managers that trade in asset classes, sectors and strategies often overlooked by other investors, well before they become main-stream. With a proprietary system, we focus on decomposing a manager’s return into its respective market risk factors and its excess return, or alpha. Our experienced portfolio management team uses carefully selected and well diversified manager exposures, coupled with cost effective derivatives, to construct outcome based investment solutions for our clients. *Registration with the SEC does not imply a certain level of skill or training.
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BenchmarkPlus Management Questions
The BenchmarkPlus Management annual revenue was $4 million in 2026.
Steven Carroll is the Managing Partner of BenchmarkPlus Management.
7 people are employed at BenchmarkPlus Management.
BenchmarkPlus Management is based in Tacoma, Washington.
The NAICS codes for BenchmarkPlus Management are [56, 5611, 561, 56111, 561110].
The SIC codes for BenchmarkPlus Management are [874, 87].
Top BenchmarkPlus Management Employees
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Steven Carroll
Managing Partner at BenchmarkPlus Management
Tacoma, WA, US24 -
Stephen Westphal
Managing Director at BenchmarkPlus Management
Seattle, WA, US45+ -
Phillip Vitale
Investments at BenchmarkPlus Management
Tacoma, WA, US24 -
Aubrey Cook
Controller at BenchmarkPlus Management
United States13 -
Erik Bright
Director at BenchmarkPlus Management
Seattle, WA, US33
