RICHARD BERNSTEIN ADVISORS LLC

CRD 153577 · SEC 801-71501

Visit website

1251 AVENUE OF THE AMERICAS, SUITE 4102, NEW YORK, NY, 10020, United States

Phone

212-692-4000

Fax

212-692-4001

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.79B

Discretionary AUM

$3.79B

Team

28 total employees; 7 advisory reps; 17 broker-dealer reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Publication of periodicalsASSET ALLOCATION TO BROKER-DEALERS

Client types

Type	Clients	AUM
Individuals	10948	$3.05B
Pooled investment vehicles	1	$69.9M
Sovereign wealth funds	1	$662.5M

States served

All web addresses on file

HTTPS://WWW.RBADVISORS.COM
HTTPS://WWW.LINKEDIN.COM/COMPANY/1376322/
HTTPS://WWW.JANUSHENDERSON.COM
HTTPS://TWITTER.COM/RBADVISORS

Official SEC filing: View on IAPD