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| Bernardi Asset Management LLC
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|
|---|---|
| CRD # | 120110 |
| SEC # | 801-68608 |
| CIK # | |
| AUM | $331.0 M (2025-11-19) |
| Employees | 22 (45% Investors, 77% Brokers) |
| Phone | 312-281-2021 |
| Address | 423 Central Avenue Northfield, IL 60093 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 3.6 |
| (b) Individuals (high net worth individuals) | 28 | 137.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 5 | 35.4 |
| (j) Other investment advisers | 7 | 121.2 |
| (k) Insurance companies | 1 | 16.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 16.7 |
| (n) Other | 0 | 0.0 |
| Total | 146 | 331.0 |
| By Discretionary | ||
| Discretionary | 146 | 331.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 146 | 331.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.0 | |
| Total | 146 | 331.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rainier Family Wealth Inc
✚
|
WA | 0.3 |
|
Charles Fish Investments Inc
✚
|
CA | 0.3 |
|
Cambridge Financial Group Inc
✚
|
OH | 0.3 |
|
Insight Folios Inc
✚
|
NC | 0.3 |
|
Copley Financial Group Inc
✚
|
CA | 0.3 |
|
Sandstone Asset Management Inc
✚
|
0.3 | |
|
Alliance Wealth Strategies LLC
✚
|
VA | 0.3 |
|
Signature Equity Partners LLC
✚
|
OH | 0.3 |
|
Uniplan Investment Counsel Inc
✚
|
WI | 0.3 |
|
Cypress Capital Wealth Management LLC
✚
|
MI | 0.3 |