Alliancebernstein Holding L.P.

RIASEC RegisteredEst. 1988
Total AUM
Avg account
$0
Accounts
0
Advisory reps
14

Firm details

Headquarters
Nashville, Tennessee
CRD number
106998
Registered since
April 21, 1988
Fee structure
Other

Firm profile

FINTRX

Overview

Alliancebernstein Holding L.P. is organized as a limited partnership and is registered with the SEC since 1988. The firm is classified as an institutional registered investment adviser and is identified as a related adviser, with ownership listed as a combination of a domestic entity and an individual. The snapshot flags the firm as an active ESG investor and notes a nonstandard fee structure; it is not recorded as a multi-state or newly formed adviser and is not identified as a pension consultant. The firm’s regulatory and business footprint is broader than a single-adviser role. Filings link Alliancebernstein Holding L.P. to broker-dealer activity, CPO/CTA roles, trust company and insurance company functions, and sponsorship or GP/managing-member responsibilities for pooled investment vehicles and limited partnerships. Those affiliations suggest the firm participates in product sponsorship and intermediary activities in addition to advisory work.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Paul Emerson

    SVP, Chief Compliance OfficerCRD 5258073

  • Thomas Simeone

    Chief Financial OfficerCRD 4856973

  • Todd Walthall

    Todd Walthall

    Chief Growth OfficerCRD 7452077

Contacts

3 of 11
  • Mark Pearson

    Mark Pearson

    DirectorCRD 5904212

  • Mark Manley

    Mark Manley

    Global Head of ComplianceCRD 1294370

  • Daniel Kaye

    DirectorCRD 6792253

Unlock 8 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth