Updated:
Richard Bernstein Advisors LLC
RICHARD BERNSTEIN ADVISORS LLC is an SEC-registered investment adviser in NEW YORK, NY, since 2010. The firm manages approximately $3.8 billion in assets.
Overview
RICHARD BERNSTEIN ADVISORS LLC is an SEC-registered investment adviser in NEW YORK, NY, since 2010. The firm manages approximately $3.8 billion in assets. It has 28 employees and 7 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Richard Bernstein
CEO & Chief Investment Officer
Sector focus
Frequently asked questions
How does the firm's investment strategy differ from typical asset managers?
Richard Bernstein Advisors uses a top-down macro framework to drive asset allocation, sector rotation, and theme-based equity selection. Rather than relying on bottom-up stock-picking, the firm makes large allocation pivots based on its view of the economic cycle, aiming to capture inflection points in earnings, valuation, and liquidity. (per the firm's published commentary)
What is the firm's posture on fees and minimums?
Richard Bernstein Advisors charges an advisory fee on assets under management, typical for RIAs. Minimum account sizes are not publicly disclosed; the firm advises both institutional and high-net-worth individual clients through separate accounts and model delivery programs. (per SEC ADV filings)
Does the firm use derivatives or leverage in its portfolios?
Richard Bernstein Advisors uses ETFs and individual securities to express its macro views. The firm's published commentary acknowledges using index-based instruments and sector-specific ETFs. There is no public record of significant use of derivatives or leverage in its core historical writings. (per firm commentaries)
How does the firm handle model delivery vs. discretionary management?
Richard Bernstein Advisors offers both model delivery programs for financial advisors and discretionary separate account management for clients. The firm's model portfolios are used by advisors who implement the allocations independently, while direct clients receive discretionary management. (per the firm's website)
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Richard Bernstein Advisors LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.