Bernhard Capital Partners Management, Lp
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Overview
Bernhard Capital Partners Management, Lp is a financial advisor firm located in Baton Rouge, Louisiana. It oversees $3.4 billion in assets throughout 10 customer accounts, making it one of the largest investment advisory firms in the country by assets under management (AUM). The company has a small group, including 22 financial advisors. Bernhard Capital Partners Management, Lp is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are exchangable financial investments like bonds, stocks and options.
Bernhard Capital Partners Management, Lp administers all of its accounts in a discretionary manner. Discretionary management is a structure in which buy and sell judgments are made by an investment advisor without requiring the client's permission. The firm's average account size is $343.2 million. The average financial advisor at Bernhard Capital Partners Management, Lp administers fewer than one client account, placing it among the most individualized firms in the country.
The company's central office is at 400 Convention Street, Baton Rouge, Louisiana 70802-5628. Bernhard Capital Partners Management, Lp is legally permitted to serve customers across a number of states, including Louisiana and Tennessee.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bernhard Capital Partners Management, Lp by the Numbers
$3.4 billion
34
10
$343.2 million
Fee Structure
Fees for financial advisory services usually are based on which services the firm provides the client. However, fee types charged by the company likely include some blend of the following fee types: asset-based or performance-based. The firm does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its 10 clients, Bernhard Capital Partners Management, Lp's largest client by number of accounts is pooled investment vehicles. None of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bernhard Capital Partners Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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