400 Convention Street
Suite 1010
Baton Rouge, Louisiana 70802-5628
Tel: (225) 228-2500
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP, formally registered with the SEC as BERNHARD CAPITAL PARTNERS MANAGEMENT, LP. The firm was established in 07/23/2014. They have over 2 offices throughout the country.
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP is a Baton Rouge, Louisiana based Financial Planning firm with nearly $3,964,828,037 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 38 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168155 |
| SEC# | 801-80105 |
| Assets Managed by Firm | $3,964,828,037 |
| No. of Clients | 10 |
| No. of Advisors | 38 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10 | $3,964,828,037 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,952,693,844 | 5 | 31 | |
| $2,535,697,292 | 7157 | 34 | |
| $2,489,088,707 | 1855 | 12 | |
| $2,000,884,017 | 12 | 7 | |
| $1,646,093,931 | 568 | 4 |
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