Richard Bernstein Advisors LLC

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Assets, Funds, Holdings

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Richard Bernstein Advisors LLC
CRD #153577
SEC #801-71501
CIK #0001528214
AUM $5.2 BB (2024-02-28)
Employees 35 (23% Investors, 40% Brokers)
Phone212-692-4000
Address1251 Avenue of The Americas
New York, NY 10020
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
7.56.04.53.01.50.02010201520202025
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 ($BB)
6.04.83.62.41.20.02013201720212025
AUM Breakdown Accounts AUM ($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)
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MD 5.4
Cambridge Associates Limited LLC
MA 5.3
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Fort Pitt Capital Group LLC
PA 5.2
Andersen Tax LLC
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Index Fund Advisors Inc
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Osaic Advisory Services LLC
GA 4.9
Robertson Stephens Wealth Management LLC
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Signature Investment Advisors LLC
CA 4.9
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