Richard Bernstein Advisors LLC
● SEC registered since 2010CRD 153577SEC# 801-71501New York, NY
Reg. AUM
$3.79B
Employees
28
Accounts
10,965
Location
New York, NY
Richard Bernstein Advisors LLC assets under management
Richard Bernstein Advisors LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2010. It reports $3.8 billion in regulatory assets under management and employs 28 people.
Richard Bernstein Advisors LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Berg Ashton Crawford Control | Chief Accounting Officer | Under 5% | 2026 |
| Gregory R Trinks Control | Head Of Us Product | Under 5% | 2026 |
| Im Square Holding 7 LLC Control | Member | 25-50% | 2021 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Richard Bernstein Advisors LLC manage?
Richard Bernstein Advisors LLC reports $3.8 billion in regulatory assets under management on its Form ADV.
How many employees does Richard Bernstein Advisors LLC have?
Richard Bernstein Advisors LLC reports 28 employees.
Where is Richard Bernstein Advisors LLC located?
Richard Bernstein Advisors LLC is based in New York, NY and has been SEC-registered since 2010.
Does Richard Bernstein Advisors LLC disclose fund performance?
Richard Bernstein Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1251 Avenue of the Americas, Suite 4102, New York, NY 10020 |
| Phone | 212-692-4000 |
| Fax | 212-692-4001 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1528214 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.79B▼ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$3.79Bregulatory AUM
Discretionary $3.79B