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Richard Bernstein Advisors LLC
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CRD # | 153577 |
SEC # | 801-71501 |
CIK # | 0001528214 |
AUM | $5.2 BB (2024-02-28) |
Employees | 35 (23% Investors, 40% Brokers) |
Phone | 212-692-4000 |
Address | 1251 Avenue of The Americas New York, NY 10020 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
SPTS | 0.1 | ||
BAR | 0.1 | ||
MSFT | 1,918.2 | 0.1 | |
AAPL | 2,382.8 | 0.1 | |
NVDA | 399.6 | 0.1 | |
AMZN | 1,093.0 | 0.0 | |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 14,686 | 3.5 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 5 | 1.2 |
(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 | 1 | 0.1 |
(i) State or municipal government entities | 1 | 0.5 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 14,709 | 5.2 |
By Discretionary | ||
Discretionary | 14,709 | 5.2 |
Non-Discretionary | 0 | 0.0 |
Total | 14,709 | 5.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 5.2 | |
Total | 14,709 | 5.2 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001528214] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Asset Strategy Consultants LLC
✚
|
MD | 5.4 |
Cambridge Associates Limited LLC
✚
|
MA | 5.3 |
Sendero Wealth Management LLC
✚
|
TX | 5.2 |
Geneos Wealth Management Inc
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|
CO | 5.2 |
Fort Pitt Capital Group LLC
✚
|
PA | 5.2 |
Andersen Tax LLC
✚
|
VA | 5.0 |
Index Fund Advisors Inc
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|
CA | 5.0 |
Osaic Advisory Services LLC
✚
|
GA | 4.9 |
Robertson Stephens Wealth Management LLC
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|
CA | 4.9 |
Signature Investment Advisors LLC
✚
|
CA | 4.9 |