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RICHARD BERNSTEIN ADVISORS LLC
NEW YORK, NY
212-692-4000
SEC #801-71501Total AUM
$3.8B
Employees
28Clients
10,951Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1251 AVENUE OF THE AMERICAS
SUITE 4102
NEW YORK
NY 10020
United States
SUITE 4102
NEW YORK
NY 10020
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
212-692-4000
Financials
Total AUM
$3.8B
Accounts
10,965Discretionary
$3.8B
Accounts
10,965Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
10,948AUM
$3.1B
Investment Company Clients
1AUM
$69.9M
Sovereign Wealth Fund Clients
1AUM
$662.5M
Other Clients
1AUM
$1.2M
Description of Other Clients
FIRM PROPRIETARY ACCOUNTS
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
ASSET ALLOCATION TO BROKER-DEALERS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Violation FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
NY
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.