Richard Bernstein Advisors LLC

Overview

Richard Bernstein Advisors LLC is a limited liability company that registered with the SEC in 2010 and operates as a non-independent retail registered investment adviser. The firm serves both individual & family clients and institutional investors and charges a mix of percentage-of-AUM, fixed, and performance-based fees. Its advisory work explicitly includes portfolio management for pooled investment vehicles, and it identifies as an active ESG investor. Ownership is listed as a combination of domestic entity, foreign entity, and individual interests. The firm is not classified as a capital allocator, is not a multi-state or newly formed adviser, and does not serve as a pension consultant or related adviser. The firm maintains affiliations across the financial services ecosystem, including relationships with broker-dealers, other investment advisers, commodity pool operators or CTAs, and roles as sponsor/GP/managing member of pooled investment vehicles. Those affiliations align with its stated activity managing pooled vehicles and using third-party managers for certain exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives