Tax & Finance

SEC notice on Benjamin Partners LLC investment adviser exemption request

🇺🇸United States··Notice·Low Impact·View source ↗

AI-generated summary for informational purposes only. Not legal advice. See the original source for the authoritative text.

🇬🇧 English

Benjamin Partners LLC is asking the SEC to treat it as outside the legal definition of an investment adviser under the Investment Advisers Act. If approved, the company would not be regulated as an investment adviser for the activities covered by its application. The notice mainly gives investors, competitors, and other interested parties a chance to object or request a hearing. Hearing requests must be sent to the SEC by 5:30 p.m. Eastern time on July 13, 2026, with a copy served on Benjamin Partners LLC.

AI-generated summary. May contain errors. Refer to official sources for legal decisions.

Key Changes

  • Benjamin Partners LLC has requested SEC relief from being treated as an investment adviser under the Investment Advisers Act.
  • The SEC may grant the request unless it orders a hearing.
  • Interested parties have until July 13, 2026, to request a hearing.

Obligations

What this law requires

low

Interested persons requesting a hearing must email the SEC Secretary at [email protected] and serve Benjamin Partners LLC with a copy of the hearing request.

interested persons requesting a hearing
By 5:30 p.m. Eastern time on July 13, 2026
reporting
low

A hearing request must include the SEC file number referenced in the notice: File No. 803-00295.

interested persons requesting a hearing
By 5:30 p.m. Eastern time on July 13, 2026
reporting
low

A hearing request must be accompanied by proof of service on Benjamin Partners LLC, either as an affidavit or, for lawyers, a certificate of service.

interested persons requesting a hearinglawyers submitting hearing requests
By 5:30 p.m. Eastern time on July 13, 2026
reporting
low

A hearing request must state the requester’s interest, facts supporting why a hearing is desirable, the reason for the request, and the issues contested.

interested persons requesting a hearing
By 5:30 p.m. Eastern time on July 13, 2026
disclosure

Affected Parties

Benjamin Partners LLCSEC-regulated investment market participants+1 more…

Tags

SEC,investment advisers,exemptive order