Bleichroeder LP

RIASEC RegisteredEst. 2019

Total AUM

$2.4B

Discretionary

$2.4B

100% of AUM

Avg account

$42.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 304295
Registered since: August 12, 2019
Website: bleichroederlp.com
Custodians: BANK OF AMERICA
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles41.28%
Charitable Organizations38.49%
Individuals17.49%
Corporations / Businesses2.74%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bleichroeder LP is a limited partnership formed in 2019 that operates as a multifaceted fund manager with hedge fund and private equity activities. The firm serves both individual/family clients and institutional investors, offering portfolio management across individual accounts, pooled vehicles and institutional mandates. It functions in roles that include sponsor, general partner and managing member of pooled investment vehicles and is registered to operate as a CPO/CTA. Its fees combine AUM-based charges, fixed fees and performance-based compensation. The firm does not present itself as an active ESG investor and is not identified as a multi-state adviser.