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Bernardi Asset Management, LLC

● SEC registered since 2008CRD 120110SEC# 801-68608Northfield, IL
Export (members)
Reg. AUM
$331M
Employees
22
Accounts
146
Location
Northfield, IL

Bernardi Asset Management, LLC assets under management

Bernardi Asset Management, LLC operates as an SEC-registered investment adviser based in Northfield, IL. The firm has been registered since 2008. It reports $331 million in regulatory assets under management and employs 22 people.
www.bernardisecurities.comView on SEC.gov ↗

Bernardi Asset Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Bernardi Securities, Inc. ControlManaging Member/CorporationOver 75%2000
Matthew P BernardiSenior Vice PresidentUnder 5%2017
Ronald Piacentini Bernardi ControlPresident & CeoUnder 5%2000
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Frequently asked questions

How much does Bernardi Asset Management, LLC manage?

Bernardi Asset Management, LLC reports $331 million in regulatory assets under management on its Form ADV.

How many employees does Bernardi Asset Management, LLC have?

Bernardi Asset Management, LLC reports 22 employees.

Where is Bernardi Asset Management, LLC located?

Bernardi Asset Management, LLC is based in Northfield, IL and has been SEC-registered since 2008.

Does Bernardi Asset Management, LLC disclose fund performance?

Bernardi Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address423 Central Avenue, Northfield, IL 60093
Phone312-281-2021
Fax312-726-1431
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$331M
Non-discretionary$0
Total (RAUM)$331M