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Richard Bernstein Advisors LLC

● SEC registered since 2010CRD 153577SEC# 801-71501New York, NY
Export (members)
Reg. AUM
$4.95B
Employees
30
Accounts
12,603
Location
New York, NY

Richard Bernstein Advisors LLC assets under management

Richard Bernstein Advisors LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2010. It reports $5 billion in regulatory assets under management and employs 30 people.

Richard Bernstein Advisors LLC owners & executives

15 reported
NameTitleOwnershipSince
Barbara Tarbel ControlChief Financial Officer And Board MemberUnder 5%2013
Frank Matthew GriswoldDirector Of Investments And Risk ManagementUnder 5%2016
Im Square Holding 8 LLC ControlMember25-50%2021
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Frequently asked questions

How much does Richard Bernstein Advisors LLC manage?

Richard Bernstein Advisors LLC reports $5 billion in regulatory assets under management on its Form ADV.

How many employees does Richard Bernstein Advisors LLC have?

Richard Bernstein Advisors LLC reports 30 employees.

Where is Richard Bernstein Advisors LLC located?

Richard Bernstein Advisors LLC is based in New York, NY and has been SEC-registered since 2010.

Does Richard Bernstein Advisors LLC disclose fund performance?

Richard Bernstein Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1251 Avenue of the Americas, Suite 4102, New York, NY 10020
Phone212-692-4000
Fax212-692-4001
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
CIK1528214
Discloses disciplinary historyYes

Assets under management

Discretionary$4.95B
Non-discretionary$0
Total (RAUM)$4.95B