|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Richard Bernstein Advisors LLC
✚
|
|
|---|---|
| CRD # | 153577 |
| SEC # | 801-71501 |
| CIK # | 0001528214 |
| AUM | $5.0 B (2025-03-25) |
| Employees | 30 (27% Investors, 33% Brokers) |
| Phone | 212-692-4000 |
| Address | 1251 Avenue of The Americas New York, NY 10020 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001528214 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Trebia Acquisition Corp | 0.2 | ||
| Graniteshares Gold Trust | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,581 | 3.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 1.1 |
| (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 | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.6 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12,603 | 5.0 |
| By Discretionary | ||
| Discretionary | 12,603 | 5.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12,603 | 5.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 4.9 | |
| Total | 12,603 | 5.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001528214] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Todd Asset Management LLC
✚
|
KY | 5.1 |
|
Procourse Fiduciary Advisors LLC
✚
|
IN | 5.1 |
|
SVB Wealth LLC
✚
|
MA | 5.0 |
|
RFG Advisory LLC
✚
|
AL | 4.9 |
|
Pension Consultants Inc
✚
|
MO | 4.9 |
|
Stratos Wealth Advisors LLC
✚
|
OH | 4.9 |
|
SYM Financial Corporation
✚
|
IN | 4.9 |
|
Creativeone Wealth LLC
✚
|
KS | 4.8 |
|
Stacey Braun Associates Inc
✚
|
NY | 4.8 |
|
Alesco Advisors LLC
✚
|
NY | 4.8 |