RICHARD BERNSTEIN ADVISORS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 153577
- Registered since
- June 1, 2010
- Website
- www.rbadvisors.com
- Custodians
- UBS FINANCIAL SERVICES INC., MORGAN STANLEY & CO. LLC, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Individuals80.63%
- Sovereign Wealth Funds17.49%
- Investment Companies1.85%
- Other0.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Richard Bernstein Advisors LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 2010. The firm provides discretionary portfolio management to individual and family clients as well as to pooled vehicles and institutional clients. Its advisory activities include separate account management and oversight of pooled investment vehicles, and it also publishes periodicals or newsletters. Fee arrangements include percentage-of-AUM fees, fixed fees, and performance-based fees. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 4BERG CRAWFORD
Chief Accounting OfficerCRD 7933828
STEVEN SABA
Chief Accounting OfficerCRD 5847576
Michael Meyer
Chief Compliance OfficerCRD 2961386
Contacts
3 of 4PETER JOHN FALCONER
Head of LegalCRD 7218508
Michael Schweitzer
PresidentCRD 1940642
KARLENE J LACY
Senior Vice PresidentCRD 5073113
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$3.7B in ETFs
83%
$3.1B
17%
$642M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF (IDEV) | BlackRock | Passive | Foreign Large Blend | $516M | 6,178,128 | 13.91% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 1251 Avenue of the Americas
- Time zone
- ET (UTC-5)
- Office locations
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