ALLIANCEBERNSTEIN L.P.

RIASEC RegisteredEst. 1999
Total AUM
$763B
Discretionary
$750B
98% of AUM
Avg account
$10.1M
Accounts
75,956
Employees
4,204
Advisory reps
534

Firm details

Headquarters
NASHVILLE, Tennessee
CRD number
108477
Registered since
August 13, 1999
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

FINTRX

Overview

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

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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

Asset composition

Asset composition: Exchange Traded Equities 38%, State & Local Bonds 19%, Investment Grade Corp Bonds 19%, Other 10%, Public Funds/Mutual Funds 5%, US Government Bonds 4%, Sovereign Bonds 3%, Non-Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%38%
  • Exchange Traded Equities38%
  • State & Local Bonds19%
  • Investment Grade Corp Bonds19%
  • Other10%
  • Public Funds/Mutual Funds5%

Owners & executives

3 of 6
  • PAUL EMERSON

    SVP, Chief Compliance OfficerCRD 5258073

  • GREGORY MILLER

    Chief Operating OfficerCRD 2802347

  • HELAINE TEPERMAN

    Chief Talent OfficerCRD 1067129

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Contacts

3 of 528
  • JEREMY LEVINSON

    Vice PresidentCRD 6106300

  • Isabel Leeds

    Private Wealth Management AssociateCRD 7300381

  • Matthew Whitehurst

    Equity Product ManagerCRD 6525605

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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