SANFORD C. BERNSTEIN & CO., LLC
Firm details
- Headquarters
- NASHVILLE, Tennessee
- CRD number
- 104474
- Registered since
- September 28, 2000
- Website
- www.alliancebernstein.com
- Custodians
- CANADIAN IMPERIAL BANK OF COMMERCE, SANFORD C. BERNSTEIN & CO., LLC
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees, Commissions, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles52.22%
- Pension & Profit Sharing Plans23.81%
- State / Municipal Government12.23%
- HNWI7.14%
- Charitable Organizations3.37%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sanford C. Bernstein & Co, LLC operates as a registered investment bank and broker-dealer that serves both individual and institutional clients. The firm provides transaction and advisory services and also acts as an adviser for pooled investment vehicles. Its business model combines commission-based brokerage with advisory mandates and fee arrangements that include percentage-of-AUM, subscription, fixed, performance-based and other fee types. The firm identifies as an active ESG investor and maintains a range of industry roles — from broker-dealer and CTA/CPO to sponsor or managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities35%
- Sovereign Bonds30%
- Investment Grade Corp Bonds14%
- US Government Bonds7%
- State & Local Bonds5%
Owners & executives
3 of 20KELLY SAVALA
Senior CoordinatorCRD 4804002
JAMES MACGREGOR
Chief Investment OfficerCRD 2646193
GREGORY MILLER
Chief Operating OfficerCRD 2802347
Contacts
3 of 805THOMAS ROSENTHAL
Executive Vice PresidentCRD 6283506
EVAN COHEN
Managing DirectorCRD 4397545
CALLIE SHANLEY
Client Service AdvisorCRD 7022760
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NASHVILLE, TN
DAVIDSON
Location
NASHVILLE, TN
Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- DAVIDSON
- Address
- 501 Commerce St
- Time zone
- CT (UTC-6)
- Office locations
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