Bernhard Capital Partners Management, LP is a large advisory firm based in Baton Rouge. It manages $2.36 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Louisiana.
Bernhard Capital Partners Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bernhard Capital Partners Management, LP is $2.36 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1881% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bernhard Capital Partners Management, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Bernhard Capital Partners Management is pooled investment vehicles with 5 clients and $2.36 billion of assets under management. Among the 12 most similar advisory firms, Bernhard Capital Partners Management has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.36 billion for 5 clients. None of the firm’s clients are foreign persons or businesses.
Bernhard Capital Partners Management also advises several private funds. Namely, five private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $25,000,000.
The company employs 19 people that are either part- or full-time employees. 84 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Bernhard Capital Partners Management, LP performs its advisory services is located at 400 Convention Street, Baton Rouge, LA 70802 5628, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (225) 228-2500 or by fax (225) 454-6957. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at bernhardcapital.com.