BERNHARD CAPITAL PARTNERS MANAGEMENT, LP

RIASEC RegisteredEst. 2014
Total AUM
$6.6B
Discretionary
$6.6B
100% of AUM
Avg account
$286M
Accounts
23
Employees
42
Advisory reps
5

Firm details

Headquarters
BATON ROUGE, Louisiana
CRD number
168155
Registered since
July 23, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bernhard Capital Partners Management, LP is a limited partnership that operates as a private equity fund manager focused on serving institutional investors. Registered with the SEC in 2014, the firm concentrates on running pooled investment vehicles and acts in sponsor and GP roles for those vehicles. It is structured as a domestic entity with individual ownership elements and is not positioned as a capital allocator to external portfolios. The firm bills clients via a combination of asset-based fees and performance-linked fees and identifies itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JONATHAN BATARSEH

    Chief Financial OfficerCRD 5340063

Contacts

3 of 4
  • JEFFERY JENKINS

    Co-Founder and PartnerCRD 6207774

  • LUCIE KANTROW

    General CounselCRD 7090499

  • MARK SPENDER

    PartnerCRD 4249124

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BATON ROUGE, LA

EAST BATON ROUGE

Location

BATON ROUGE, LA

Headquartered in BATON ROUGE, LA, in the South of the United States.

Region
South
County
EAST BATON ROUGE
Address
400 Convention St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth