ALLIANCEBERNSTEIN L.P.
Firm details
- Headquarters
- NASHVILLE, Tennessee
- CRD number
- 108477
- Registered since
- August 13, 1999
- Website
- www.alliancebernstein.com
- Custodians
- SANFORD C. BERNSTEIN & CO., LLC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees, Commissions, Performance Based Fees
- Client types
- Pooled Investment Vehicles28.21%
- Investment Companies27.27%
- Insurance Companies14.98%
- HNWI10.13%
- State / Municipal Government7.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
AllianceBernstein L.P. is a limited partnership that operates as an investment adviser and broker-dealer serving both individual/family and institutional clients. The firm offers a broad advisory platform — financial planning, portfolio management across individuals, pooled vehicles and institutions, selection of sub‑advisers, and the regular publication of investment research — and also functions in CPO/CTA capacities. Its compensation arrangements span percentage-of-assets, subscription and fixed fees, performance fees and transaction-based commissions. AllianceBernstein identifies as an active ESG investor and is SEC-registered since 1999.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- State & Local Bonds19%
- Investment Grade Corp Bonds19%
- Other10%
- Public Funds/Mutual Funds5%
Owners & executives
3 of 6PAUL EMERSON
SVP, Chief Compliance OfficerCRD 5258073
GREGORY MILLER
Chief Operating OfficerCRD 2802347
HELAINE TEPERMAN
Chief Talent OfficerCRD 1067129
Contacts
3 of 528JEREMY LEVINSON
Vice PresidentCRD 6106300
Isabel Leeds
Private Wealth Management AssociateCRD 7300381
Matthew Whitehurst
Equity Product ManagerCRD 6525605
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
ARCLINE INVESTMENT MANAGEMENT LP
RIANASHVILLE, TN
NEPHILA ADVISORS LLC
RIANASHVILLE, TN
THE PACIFIC FINANCIAL GROUP, INC.
RIANASHVILLE, TN
PACIFIC FINANCIAL GROUP, LLC
RIANASHVILLE, TN
BARKSDALE INVESTMENT MANAGEMENT
RIANASHVILLE, TN
DISCIPLINA CAPITAL MANAGEMENT, LLC
RIANASHVILLE, TN